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Good Life Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Good Life Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
8,312
+223
+3% +$26.3K 0.07% 200
2025
Q1 		$929K Sell
8,089
-389
-5% -$47.2K 0.07% 203
2024
Q4 		$1.03M Sell
8,478
-9,466
-53% -$1.16M 0.08% 186
2024
Q3 		$2.16M Buy
17,944
+8,866
+98% +$1.02M 0.13% 135
2024
Q2 		$1.02M Sell
9,078
-24
-0.3% -$2.6K 0.08% 183
2024
Q1 		$994K Buy
9,102
+93
+1% +$9.68K 0.09% 165
2023
Q4 		$906K Sell
9,009
-110
-1% -$10.3K 0.09% 168
2023
Q3 		$820K Sell
9,119
-544
-6% -$51.2K 0.09% 167
2023
Q2 		$905K Sell
9,663
-1
-0% -$89 0.1% 159
2023
Q1 		$848K Buy
9,664
+130
+1% +$11.2K 0.11% 154
2022
Q4 		$785K Buy
9,534
+1,786
+23% +$147K 0.11% 155
2022
Q3 		$588K Sell
7,748
-38
-0.5% -$3.23K 0.09% 170
2022
Q2 		$628K Buy
7,786
+224
+3% +$19.7K 0.09% 168
2022
Q1 		$732K Buy
7,562
+2,043
+37% +$198K 0.09% 160
2021
Q4 		$586K Buy
5,519
+268
+5% +$27.5K 0.07% 188
2021
Q3 		$504K Buy
5,251
+764
+17% +$75.5K 0.07% 199
2021
Q2 		$429K Sell
4,487
-29
-0.6% -$2.68K 0.08% 185
2021
Q1 		$394K Buy
+4,516
New +$385K 0.08% 189

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Good Life Advisors's SUSA Position: Q2 2025 in Review

Good Life Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.8% in Q2 2025, buying an estimated $26.3K and bringing the position to 8,312 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #200.

Good Life Advisors first reported a position in SUSA in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q3 2024. 492 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Good Life Advisors held 8,312 shares of iShares ESG Optimized MSCI USA ETF worth $1.05M as of Q2 2025.
  • Good Life Advisors bought 223 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $26.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Good Life Advisors's portfolio in Q2 2025, its #200 holding.
  • Good Life Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 18 quarters since.
  • Good Life Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $2.16M in Q3 2024.
  • 492 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.