IFP Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$459 | – | 5012 |
|
|
2025
Q1 | $459 | Hold |
4
| – | – | ﹤0.01% | 3480 |
|
|
2024
Q4 | $486 | Hold |
4
| – | – | ﹤0.01% | 3424 |
|
|
2024
Q3 | $481 | Hold |
4
| – | – | ﹤0.01% | 3156 |
|
|
2024
Q2 | $449 | Hold |
4
| – | – | ﹤0.01% | 3099 |
|
|
2024
Q1 | $437 | Hold |
4
| – | – | ﹤0.01% | 2992 |
|
|
2023
Q4 | $402 | Hold |
4
| – | – | ﹤0.01% | 2893 |
|
|
2023
Q3 | $360 | Hold |
4
| – | – | ﹤0.01% | 3139 |
|
|
2023
Q2 | $375 | Sell |
4
-858
| -100% | -$76.2K | ﹤0.01% | 3239 |
|
|
2023
Q1 | $97.8K | Sell |
862
-453
| -34% | -$38.9K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $149K | Sell |
1,315
-1,052
| -44% | -$86.7K | ﹤0.01% | 1513 |
|
|
2022
Q3 | $268K | Buy |
2,367
+92
| +4% | +$7.83K | 0.01% | 1251 |
|
|
2022
Q2 | $258K | Hold |
2,275
| – | – | 0.01% | 1154 |
|
|
2022
Q1 | $258K | Buy |
2,275
+1,413
| +164% | +$137K | 0.01% | 1154 |
|
|
2021
Q4 | $92K | Sell |
862
-606
| -41% | -$62.3K | ﹤0.01% | 1299 |
|
|
2021
Q3 | $141K | Hold |
1,468
| – | – | ﹤0.01% | 1133 |
|
|
2021
Q2 | $140K | Buy |
1,468
+580
| +65% | +$53.6K | ﹤0.01% | 1078 |
|
|
2021
Q1 | $78K | Sell |
888
-14
| -2% | -$1.19K | ﹤0.01% | 1274 |
|
|
2020
Q4 | $75K | Buy |
902
+2
| +0.2% | +$156 | ﹤0.01% | 1272 |
|
|
2020
Q3 | $66K | Sell |
900
-74
| -8% | -$5.34K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $64K | Buy |
974
+114
| +13% | +$7.13K | 0.01% | 1107 |
|
|
2020
Q1 | $48K | Buy |
860
+254
| +42% | +$16.3K | ﹤0.01% | 1137 |
|
|
2019
Q4 | $41K | Hold |
606
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q3 | $37K | Buy |
+606
| New | +$37.1K | ﹤0.01% | 1500 |
|
|
2019
Q1 | $10K | Sell |
174
-618
| -78% | -$34.8K | ﹤0.01% | 1617 |
|
|
2018
Q4 | $40K | Sell |
792
-188
| -19% | -$10.4K | ﹤0.01% | 1735 |
|
|
2018
Q3 | $58K | Hold |
980
| – | – | ﹤0.01% | 1817 |
|
|
2018
Q2 | $55K | Sell |
980
-284
| -22% | -$16K | ﹤0.01% | 1860 |
|
|
2018
Q1 | $70K | Hold |
1,264
| – | – | ﹤0.01% | 1605 |
|
|
2017
Q4 | $70K | Buy |
1,264
+558
| +79% | +$30.2K | ﹤0.01% | 1618 |
|
|
2017
Q3 | $37K | Hold |
706
| – | – | ﹤0.01% | 2185 |
|
|
2017
Q2 | $36K | Hold |
706
| – | – | ﹤0.01% | 2189 |
|
|
2017
Q1 | $35K | Hold |
706
| – | – | ﹤0.01% | 2149 |
|
|
2016
Q4 | $32K | Hold |
706
| – | – | ﹤0.01% | 2155 |
|
|
2016
Q3 | $32K | Hold |
706
| – | – | ﹤0.01% | 2105 |
|
|
2016
Q2 | $31K | Buy |
706
+532
| +306% | +$22.8K | ﹤0.01% | 2062 |
|
|
2016
Q1 | $10K | Buy |
174
+74
| +74% | +$2.96K | ﹤0.01% | 1615 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4.2K | ﹤0.01% | 3101 |
|
Other funds holding SUSA
ST
IAS
IFP Advisors's SUSA Position: Q2 2025 in Review
IFP Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 4 shares — an estimated $459 sold.
IFP Advisors first reported a position in SUSA in Q4 2015 and held it in 37 quarters. The position peaked at $268K in Q3 2022. 492 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.
- IFP Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
- IFP Advisors sold 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $459.
- IFP Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and held it in 37 quarters.
- IFP Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $268K in Q3 2022.
- 492 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.
Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.