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GPS Wealth Strategies Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-1,120
Closed -$152K – 1458
2025
Q3 		$152K Sell
1,120
-148
-12% -$19.3K 0.02% 396
2025
Q2 		$161K Sell
1,268
-73
-5% -$8.61K 0.02% 360
2025
Q1 		$154K Sell
1,341
-23
-2% -$2.79K 0.02% 363
2024
Q4 		$166K Sell
1,364
-9
-0.7% -$1.1K 0.02% 329
2024
Q3 		$165K Sell
1,373
-186
-12% -$21.5K 0.02% 345
2024
Q2 		$175K Buy
1,559
+889
+133% +$96.4K 0.03% 293
2024
Q1 		$73.1K Hold
670
– – 0.01% 436
2023
Q4 		$67.3K Hold
670
– – 0.01% 431
2023
Q3 		$60.3K Sell
670
-500
-43% -$47.1K 0.01% 443
2023
Q2 		$110K Hold
1,170
– – 0.02% 347
2023
Q1 		$103K Buy
+1,170
New +$101K 0.02% 345
2022
Q4 		– Sell
-1,170
Closed -$89K – 964
2022
Q3 		$89K Hold
1,170
– – 0.02% 328
2022
Q2 		$94K Hold
1,170
– – 0.02% 331
2022
Q1 		$113K Hold
1,170
– – 0.03% 288
2021
Q4 		$124K Hold
1,170
– – 0.03% 269
2021
Q3 		$112K Hold
1,170
– – 0.03% 269
2021
Q2 		$112K Buy
1,170
+1,032
+748% +$95.5K 0.03% 284
2021
Q1 		$12K Buy
+138
New +$11.8K ﹤0.01% 645

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPS Wealth Strategies Group's SUSA Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 1,120 shares — an estimated $152K sold.

GPS Wealth Strategies Group first reported a position in SUSA in Q1 2021 and held it in 18 quarters. The position peaked at $175K in Q2 2024. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,120 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $152K.
  • GPS Wealth Strategies Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares ESG Optimized MSCI USA ETF position peaked at $175K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.