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 Q2	$390K	Hold	2,525	–	–	0.22%	79
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 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 29.18% 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

Guerra Pan Advisors's SUSA Position: Q2 2026 in Review

Guerra Pan Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,525 shares worth $390K. The position accounts for 0.22% of the portfolio, ranked #79.

Guerra Pan Advisors first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Guerra Pan Advisors held 2,525 shares of iShares ESG Optimized MSCI USA ETF worth $390K as of Q2 2026.
Guerra Pan Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.22% of Guerra Pan Advisors's portfolio in Q2 2026, its #79 holding.
Guerra Pan Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.