Grand Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Grand Wealth Management’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
2026 Q2	–	Sell	-74	Closed	-$9.78K	–	81
2026 Q1	$9.78K	Hold	74	–	–	﹤0.01%	79
2025 Q4	$10.3K	Hold	74	–	–	﹤0.01%	78
2025 Q3	$10K	Hold	74	–	–	﹤0.01%	67
2025 Q2	$9.38K	Hold	74	–	–	﹤0.01%	67
2025 Q1	$8.5K	Hold	74	–	–	﹤0.01%	62
2024 Q4	$9K	Sell	74 -10	-12%	-$1.23K	0.01%	60
2024 Q3	$10.1K	Hold	84	–	–	0.01%	60
2024 Q2	$9.44K	Sell	84 -5,240	-98%	-$568K	0.01%	54
2024 Q1	$581K	Hold	5,324	–	–	0.28%	29
2023 Q4	$535K	Hold	5,324	–	–	0.29%	28
2023 Q3	$479K	Hold	5,324	–	–	0.29%	29
2023 Q2	$499K	Hold	5,324	–	–	0.3%	28
2023 Q1	$467K	Hold	5,324	–	–	0.28%	28
2022 Q4	$438K	Sell	5,324 -81	-1%	-$6.67K	0.27%	29
2022 Q3	$410K	Hold	5,405	–	–	0.22%	31
2022 Q2	$436K	Buy	5,405 +165	+3%	+$14.5K	0.22%	30
2022 Q1	$507K	Hold	5,240	–	–	0.24%	28
2021 Q4	$557K	Buy	+5,240	New	+$539K	0.25%	26

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grand Wealth Management's SUSA Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 74 shares — an estimated $9.78K sold.

Grand Wealth Management first reported a position in SUSA in Q4 2021 and held it in 18 quarters. The position peaked at $581K in Q1 2024. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Grand Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 74 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $9.78K.
Grand Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 18 quarters.
Grand Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $581K in Q1 2024.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.