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

Hilltop 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
Q1 		$5.51M Sell
41,692
-272
-0.6% -$37.7K 3.3% 6
2025
Q4 		$5.85M Sell
41,964
-937
-2% -$129K 2.94% 6
2025
Q3 		$5.82M Sell
42,901
-346
-0.8% -$45.2K 3.03% 6
2025
Q2 		$5.48M Buy
43,247
+472
+1% +$55.7K 3.08% 6
2025
Q1 		$4.91M Sell
42,775
-1,125
-3% -$136K 2.77% 8
2024
Q4 		$5.34M Sell
43,900
-710
-2% -$87.1K 2.7% 8
2024
Q3 		$5.37M Buy
44,610
+28,457
+176% +$3.28M 2.51% 9
2024
Q2 		$1.82M Sell
16,153
-1,247
-7% -$135K 0.91% 21
2024
Q1 		$1.9M Sell
17,400
-1,728
-9% -$180K 0.97% 22
2023
Q4 		$1.92M Sell
19,128
-389
-2% -$36.3K 1.1% 20
2023
Q3 		$1.76M Buy
19,517
+420
+2% +$39.5K 1.36% 17
2023
Q2 		$1.79M Sell
19,097
-2,713
-12% -$241K 1.32% 17
2023
Q1 		$1.91M Buy
21,810
+53
+0.2% +$4.55K 1.54% 15
2022
Q4 		$1.79M Buy
21,757
+13,675
+169% +$1.13M 1.52% 16
2022
Q3 		$614K Sell
8,082
-6,574
-45% -$559K 0.63% 23
2022
Q2 		$1.18M Buy
14,656
+1,607
+12% +$141K 1.15% 14
2022
Q1 		$1.26M Buy
13,049
+1,739
+15% +$169K 1.08% 13
2021
Q4 		$1.2M Buy
11,310
+2,764
+32% +$284K 0.83% 16
2021
Q3 		$820K Buy
8,546
+2,048
+32% +$202K 0.58% 16
2021
Q2 		$621K Buy
6,498
+622
+11% +$57.5K 0.44% 17
2021
Q1 		$516K Buy
5,876
+1,298
+28% +$111K 0.39% 17
2020
Q4 		$377K Buy
+4,578
New +$358K 0.34% 21

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Hilltop Wealth Advisors's SUSA Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.65% in Q1 2026, selling an estimated $37.7K and leaving 41,692 shares worth $5.51M. The position accounts for 3.3% of the portfolio, ranked #6.

Hilltop Wealth Advisors first reported a position in SUSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.85M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Hilltop Wealth Advisors held 41,692 shares of iShares ESG Optimized MSCI USA ETF worth $5.51M as of Q1 2026.
  • Hilltop Wealth Advisors sold 272 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $37.7K.
  • iShares ESG Optimized MSCI USA ETF made up 3.3% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Hilltop Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Hilltop Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $5.85M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.