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

Heartwood 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 		$591K Hold
3,830
– – 0.05% 133
2026
Q1 		$506K Buy
+3,830
New +$531K 0.04% 132

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

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

Heartwood Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 3,830 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #133.

Heartwood Wealth Advisors first reported a position in SUSA in Q1 2026 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Heartwood Wealth Advisors held 3,830 shares of iShares ESG Optimized MSCI USA ETF worth $591K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Heartwood Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.