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

Heritage 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	$25.5K	Hold	165	–	–	﹤0.01%	411
2026 Q1	$21.8K	Hold	165	–	–	﹤0.01%	425
2025 Q4	$23K	Hold	165	–	–	﹤0.01%	392
2025 Q3	$22.4K	Hold	165	–	–	﹤0.01%	369
2025 Q2	$20.9K	Hold	165	–	–	﹤0.01%	368
2025 Q1	$19K	Sell	165 -7	-4%	-$849	﹤0.01%	373
2024 Q4	$20.9K	Hold	172	–	–	﹤0.01%	383
2024 Q3	$20.7K	Hold	172	–	–	﹤0.01%	395
2024 Q2	$19.3K	Hold	172	–	–	﹤0.01%	378
2024 Q1	$18.8K	Hold	172	–	–	﹤0.01%	401
2023 Q4	$17.3K	Buy	+172	New	+$16K	﹤0.01%	418

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

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

Heritage Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 165 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Heritage Wealth Advisors first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Heritage Wealth Advisors held 165 shares of iShares ESG Optimized MSCI USA ETF worth $25.5K as of Q2 2026.
Heritage Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #411 holding.
Heritage Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.