Hantz Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hantz Financial Services’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	$59K	Buy	382 +35	+10%	+$5.17K	﹤0.01%	1605
2026 Q1	$46K	Hold	347	–	–	﹤0.01%	1595
2025 Q4	$48K	Hold	347	–	–	﹤0.01%	1457
2025 Q3	$47K	Sell	347 -39	-10%	-$5.09K	﹤0.01%	1247
2025 Q2	$49K	Buy	+386	New	+$45.5K	﹤0.01%	969
2023 Q4	–	Sell	-1	Closed	–	–	1223
2023 Q3	$0	Hold	1	–	–	﹤0.01%	1184
2023 Q2	$0	Hold	1	–	–	﹤0.01%	1168
2023 Q1	$0	Buy	+1	New	+$86	﹤0.01%	1194

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

Hantz Financial Services's SUSA Position: Q2 2026 in Review

Hantz Financial Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 10% in Q2 2026, buying an estimated $5.17K and bringing the position to 382 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Hantz Financial Services first reported a position in SUSA in Q1 2023 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Hantz Financial Services held 382 shares of iShares ESG Optimized MSCI USA ETF worth $59K as of Q2 2026.
Hantz Financial Services bought 35 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.17K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1605 holding.
Hantz Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 8 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.