Integrated Investment Consultants’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Integrated Investment Consultants’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	$469K	Buy	3,549 +35	+1%	+$4.85K	0.1%	134
2025 Q4	$490K	Sell	3,514 -696	-17%	-$96.1K	0.1%	137
2025 Q3	$571K	Sell	4,210 -5,350	-56%	-$699K	0.1%	134
2025 Q2	$1.21M	Hold	9,560	–	–	0.24%	68
2025 Q1	$1.1M	Sell	9,560 -233	-2%	-$28.2K	0.22%	79
2024 Q4	$1.19M	Sell	9,793 -184	-2%	-$22.6K	0.25%	78
2024 Q3	$1.2M	Buy	9,977 +510	+5%	+$58.8K	0.26%	55
2024 Q2	$1.03M	Hold	9,467	–	–	0.28%	55
2024 Q1	$1.03M	Hold	9,467	–	–	0.28%	55
2023 Q4	$952K	Buy	9,467 +3,559	+60%	+$332K	0.3%	51
2023 Q3	$532K	Buy	+5,908	New	+$556K	0.19%	100

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Integrated Investment Consultants's SUSA Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1% in Q1 2026, buying an estimated $4.85K and bringing the position to 3,549 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #134.

Integrated Investment Consultants first reported a position in SUSA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Integrated Investment Consultants held 3,549 shares of iShares ESG Optimized MSCI USA ETF worth $469K as of Q1 2026.
Integrated Investment Consultants bought 35 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $4.85K.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Integrated Investment Consultants's portfolio in Q1 2026, its #134 holding.
Integrated Investment Consultants first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
Integrated Investment Consultants's iShares ESG Optimized MSCI USA ETF position peaked at $1.21M in Q2 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.