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Guerra Pan Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Guerra Pan 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
2026
Q1 		$334K Hold
2,525
– – 0.21% 86
2025
Q4 		$352K Hold
2,525
– – 0.21% 85
2025
Q3 		$343K Hold
2,525
– – 0.21% 84
2025
Q2 		$320K Hold
2,525
– – 0.21% 82
2025
Q1 		$290K Sell
2,525
-134
-5% -$16.2K 0.23% 85
2024
Q4 		$323K Sell
2,659
-5
-0.2% -$613 0.23% 86
2024
Q3 		$321K Hold
2,664
– – 0.26% 82
2024
Q2 		$299K Hold
2,664
– – 0.25% 80
2024
Q1 		$291K Hold
2,664
– – 0.27% 79
2023
Q4 		$268K Hold
2,664
– – 0.26% 89
2023
Q3 		$240K Hold
2,664
– – 0.28% 85
2023
Q2 		$249K Hold
2,664
– – 0.28% 89
2023
Q1 		$234K Hold
2,664
– – 0.29% 84
2022
Q4 		$219K Hold
2,664
– – 0.3% 83
2022
Q3 		$205K Hold
2,664
– – 0.3% 84
2022
Q2 		$236K Hold
2,664
– – 0.29% 84
2022
Q1 		$239K Sell
2,664
-224
-8% -$21.7K 0.29% 84
2021
Q4 		$307K Buy
+2,888
New +$297K 0.3% 82

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Guerra Pan Advisors's SUSA Position: Q1 2026 in Review

Guerra Pan Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,525 shares worth $334K. The position accounts for 0.21% of the portfolio, ranked #86.

Guerra Pan Advisors first reported a position in SUSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $352K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Guerra Pan Advisors held 2,525 shares of iShares ESG Optimized MSCI USA ETF worth $334K as of Q1 2026.
  • Guerra Pan Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.21% of Guerra Pan Advisors's portfolio in Q1 2026, its #86 holding.
  • Guerra Pan Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Guerra Pan Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $352K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.