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Hershey Financial Advisers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hershey Financial Advisers’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 		$1.63M Buy
+10,571
New +$1.56M 1.17% 33
2025
Q4 		– Sell
-9,425
Closed -$1.28M – 107
2025
Q3 		$1.28M Buy
+9,425
New +$1.23M 1.1% 37

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

Hershey Financial Advisers's SUSA Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 10,571 shares worth $1.63M. The stake represents 1.17% of the portfolio and ranks #33 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in SUSA as recently as Q3 2025.

Hershey Financial Advisers first reported a position in SUSA in Q3 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Hershey Financial Advisers held 10,571 shares of iShares ESG Optimized MSCI USA ETF worth $1.63M as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Hershey Financial Advisers position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 1.17% of Hershey Financial Advisers's portfolio in Q2 2026, its #33 holding.
  • Hershey Financial Advisers first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 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 Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.