HCR Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

HCR Wealth 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	$393K	Hold	2,550	–	–	0.04%	180
2026 Q1	$337K	Hold	2,550	–	–	0.03%	188
2025 Q4	$355K	Hold	2,550	–	–	0.04%	185
2025 Q3	$348K	Buy	2,550 +22	+0.9%	+$2.87K	0.04%	182
2025 Q2	$320K	Sell	2,528 -50	-2%	-$5.9K	0.04%	178
2025 Q1	$296K	Hold	2,578	–	–	0.04%	181
2024 Q4	$313K	Sell	2,578 -50	-2%	-$6.13K	0.04%	176
2024 Q3	$316K	Buy	2,628 +100	+4%	+$11.5K	0.04%	177
2024 Q2	$284K	Hold	2,528	–	–	0.04%	179
2024 Q1	$276K	Hold	2,528	–	–	0.04%	179
2023 Q4	$254K	Buy	2,528 +28	+1%	+$2.61K	0.04%	169
2023 Q3	$225K	Hold	2,500	–	–	0.05%	151
2023 Q2	$234K	Hold	2,500	–	–	0.04%	156
2023 Q1	$219K	Hold	2,500	–	–	0.04%	157
2022 Q4	$206K	Buy	+2,500	New	+$206K	0.04%	165
2022 Q3	–	Sell	-2,500	Closed	-$202K	–	179
2022 Q2	$202K	Hold	2,500	–	–	0.04%	167
2022 Q1	$242K	Hold	2,500	–	–	0.04%	165
2021 Q4	$266K	Hold	2,500	–	–	0.04%	173
2021 Q3	$240K	Hold	2,500	–	–	0.04%	177
2021 Q2	$239K	Sell	2,500 -300	-11%	-$27.7K	0.04%	173
2021 Q1	$246K	Buy	2,800 +300	+12%	+$25.6K	0.05%	162
2020 Q4	$206K	Hold	2,500	–	–	0.04%	171
2020 Q3	$184K	Hold	2,500	–	–	0.04%	157
2020 Q2	$168K	Hold	2,500	–	–	0.04%	153
2020 Q1	$137K	Hold	2,500	–	–	0.04%	151
2019 Q4	$168K	Buy	+2,500	New	+$160K	0.04%	155

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

HCR Wealth Advisors's SUSA Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,550 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #180.

HCR Wealth Advisors first reported a position in SUSA in Q4 2019 and has held it in 26 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

HCR Wealth Advisors held 2,550 shares of iShares ESG Optimized MSCI USA ETF worth $393K as of Q2 2026.
HCR Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #180 holding.
HCR Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.