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Hughes Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hughes Financial Services’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 		$19.9K Hold
129
– – ﹤0.01% 278
2026
Q1 		$17K Hold
129
– – ﹤0.01% 260
2025
Q4 		$18K Hold
129
– – ﹤0.01% 236
2025
Q3 		$17.9K Hold
129
– – ﹤0.01% 231
2025
Q2 		$16.6K Hold
129
– – ﹤0.01% 243
2025
Q1 		$14.9K Buy
+129
New +$15.6K ﹤0.01% 262

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

Hughes Financial Services's SUSA Position: Q2 2026 in Review

Hughes Financial Services held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 129 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Hughes Financial Services first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Hughes Financial Services held 129 shares of iShares ESG Optimized MSCI USA ETF worth $19.9K as of Q2 2026.
  • Hughes Financial Services 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 Hughes Financial Services's portfolio in Q2 2026, its #278 holding.
  • Hughes Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.