Guardian Wealth Advisors (North Carolina)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$69.5K	Buy	+526	New	+$72.9K	﹤0.01%	423
2025 Q3	–	Sell	-526	Closed	-$66.7K	–	528
2025 Q2	$66.7K	Hold	526	–	–	﹤0.01%	383
2025 Q1	$60.4K	Hold	526	–	–	﹤0.01%	369
2024 Q4	$64K	Hold	526	–	–	0.01%	356
2024 Q3	$63.3K	Hold	526	–	–	0.01%	302
2024 Q2	$59.1K	Hold	526	–	–	0.01%	296
2024 Q1	$57.4K	Hold	526	–	–	0.01%	312
2023 Q4	$52.9K	Hold	526	–	–	0.01%	301
2023 Q3	$47.5K	Hold	526	–	–	0.01%	295
2023 Q2	$49.3K	Hold	526	–	–	0.01%	284
2023 Q1	$46.2K	Hold	526	–	–	0.01%	277
2022 Q4	$43.3K	Hold	526	–	–	0.01%	263
2022 Q3	$40K	Hold	526	–	–	0.01%	242
2022 Q2	$42K	Buy	+526	New	+$46.2K	0.01%	241

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SUSA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026: 526 shares worth $69.5K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SUSA as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SUSA in Q2 2022 and has held it in 14 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 526 shares of iShares ESG Optimized MSCI USA ETF worth $69.5K as of Q1 2026.
iShares ESG Optimized MSCI USA ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #423 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 14 quarters since.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.