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

HB 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 		$3.1M Sell
20,081
-145
-0.7% -$21.4K 0.02% 367
2026
Q1 		$2.67M Buy
20,226
+19
+0.1% +$2.63K 0.02% 372
2025
Q4 		$2.82M Buy
20,207
+123
+0.6% +$17K 0.02% 346
2025
Q3 		$2.72M Sell
20,084
-2,290
-10% -$299K 0.02% 355
2025
Q2 		$2.84M Buy
22,374
+55
+0.2% +$6.49K 0.02% 310
2025
Q1 		$2.56M Buy
22,319
+6,678
+43% +$810K 0.02% 335
2024
Q4 		$1.9M Buy
15,641
+1
+0% +$123 0.02% 295
2024
Q3 		$1.88M Hold
15,640
– – 0.02% 286
2024
Q2 		$1.76M Buy
15,640
+396
+3% +$42.9K 0.02% 283
2024
Q1 		$1.66M Buy
15,244
+201
+1% +$20.9K 0.02% 276
2023
Q4 		$1.51M Sell
15,043
-1,421
-9% -$133K 0.02% 264
2023
Q3 		$1.48M Buy
16,464
+141
+0.9% +$13.3K 0.02% 253
2023
Q2 		$1.53M Sell
16,323
-174
-1% -$15.5K 0.02% 237
2023
Q1 		$1.45M Sell
16,497
-62
-0.4% -$5.33K 0.03% 238
2022
Q4 		$1.36M Sell
16,559
-112
-0.7% -$9.22K 0.02% 241
2022
Q3 		$1.27M Buy
16,671
+302
+2% +$25.7K 0.03% 227
2022
Q2 		$1.32M Sell
16,369
-3,363
-17% -$295K 0.03% 221
2022
Q1 		$1.91M Buy
19,732
+198
+1% +$19.2K 0.04% 185
2021
Q4 		$2.08M Buy
+19,534
New +$2.01M 0.04% 160

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

HB Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.72% in Q2 2026, selling an estimated $21.4K and leaving 20,081 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #367.

HB Wealth Management first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • HB Wealth Management held 20,081 shares of iShares ESG Optimized MSCI USA ETF worth $3.1M as of Q2 2026.
  • HB Wealth Management sold 145 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $21.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #367 holding.
  • HB Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.