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IAG Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

IAG Wealth Partners’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 		$259K Hold
1,964
– – 0.03% 112
2025
Q4 		$274K Sell
1,964
-71
-3% -$9.8K 0.03% 106
2025
Q3 		$276K Sell
2,035
-24
-1% -$3.13K 0.03% 104
2025
Q2 		$261K Buy
2,059
+201
+11% +$23.7K 0.03% 102
2025
Q1 		$213K Hold
1,858
– – 0.03% 105
2024
Q4 		$226K Sell
1,858
-105
-5% -$12.9K 0.04% 94
2024
Q3 		$236K Sell
1,963
-105
-5% -$12.1K 0.04% 92
2024
Q2 		$232K Buy
2,068
+154
+8% +$16.7K 0.05% 87
2024
Q1 		$209K Sell
1,914
-285
-13% -$29.7K 0.04% 91
2023
Q4 		$221K Sell
2,199
-310
-12% -$28.9K 0.05% 78
2023
Q3 		$226K Hold
2,509
– – 0.06% 73
2023
Q2 		$235K Sell
2,509
-207
-8% -$18.4K 0.06% 79
2023
Q1 		$238K Buy
2,716
+505
+23% +$43.4K 0.07% 70
2022
Q4 		$182K Sell
2,211
-126
-5% -$10.4K 0.05% 76
2022
Q3 		$177K Sell
2,337
-255
-10% -$21.7K 0.06% 64
2022
Q2 		$209K Buy
2,592
+25
+1% +$2.19K 0.07% 61
2022
Q1 		$249K Buy
2,567
+197
+8% +$19.1K 0.08% 58
2021
Q4 		$252K Sell
2,370
-20
-0.8% -$2.06K 0.08% 53
2021
Q3 		$230K Hold
2,390
– – 0.08% 50
2021
Q2 		$229K Hold
2,390
– – 0.08% 46
2021
Q1 		$210K Hold
2,390
– – 0.08% 48
2020
Q4 		$197K Sell
2,390
-152
-6% -$11.9K 0.08% 53
2020
Q3 		$187K Hold
2,542
– – 0.09% 57
2020
Q2 		$171K Buy
2,542
+610
+32% +$38.2K 0.08% 52
2020
Q1 		$107K Buy
1,932
+328
+20% +$21K 0.07% 62
2019
Q4 		$108K Buy
+1,604
New +$103K 0.07% 63

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

IAG Wealth Partners's SUSA Position: Q1 2026 in Review

IAG Wealth Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 1,964 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #112.

IAG Wealth Partners first reported a position in SUSA in Q4 2019 and has held it in 26 quarters since. The position peaked at $276K in Q3 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • IAG Wealth Partners held 1,964 shares of iShares ESG Optimized MSCI USA ETF worth $259K as of Q1 2026.
  • IAG Wealth Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • IAG Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $276K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.