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Integrated Wealth Concepts’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Integrated Wealth Concepts’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 		$2.52M Buy
16,361
+1,960
+14% +$289K 0.01% 843
2026
Q1 		$1.9M Sell
14,401
-121
-0.8% -$16.8K 0.02% 774
2025
Q4 		$2.02M Sell
14,522
-200
-1% -$27.6K 0.02% 531
2025
Q3 		$2M Sell
14,722
-168
-1% -$21.9K 0.02% 674
2025
Q2 		$1.89M Buy
14,890
+1,966
+15% +$232K 0.02% 638
2025
Q1 		$1.48M Sell
12,924
-495
-4% -$60K 0.02% 665
2024
Q4 		$1.63M Sell
13,419
-135
-1% -$16.6K 0.02% 633
2024
Q3 		$1.63M Sell
13,554
-454
-3% -$52.4K 0.02% 602
2024
Q2 		$1.57M Buy
14,008
+2
+0% +$217 0.02% 586
2024
Q1 		$1.53M Sell
14,006
-578
-4% -$60.2K 0.02% 597
2023
Q4 		$1.47M Buy
14,584
+737
+5% +$68.8K 0.02% 592
2023
Q3 		$1.25M Sell
13,847
-621
-4% -$58.4K 0.02% 604
2023
Q2 		$1.35M Sell
14,468
-307
-2% -$27.3K 0.02% 580
2023
Q1 		$1.3M Sell
14,775
-175
-1% -$15K 0.03% 529
2022
Q4 		$1.23M Buy
14,950
+346
+2% +$28.5K 0.03% 426
2022
Q3 		$1.11M Buy
14,604
+10,358
+244% +$881K 0.04% 404
2022
Q2 		$343K Buy
4,246
+680
+19% +$59.7K 0.01% 716
2022
Q1 		$345K Buy
3,566
+603
+20% +$58.4K 0.01% 698
2021
Q4 		$315K Buy
2,963
+23
+0.8% +$2.36K 0.01% 754
2021
Q3 		$282K Buy
+2,940
New +$290K 0.01% 765
2020
Q4 		– Sell
-3,700
Closed -$272K – 649
2020
Q3 		$272K Buy
3,700
+244
+7% +$17.6K 0.02% 474
2020
Q2 		$231K Buy
+3,456
New +$216K 0.02% 452

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

Integrated Wealth Concepts's SUSA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2026, buying an estimated $289K and bringing the position to 16,361 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #843.

Integrated Wealth Concepts first reported a position in SUSA in Q2 2020 and has held it in 22 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Integrated Wealth Concepts held 16,361 shares of iShares ESG Optimized MSCI USA ETF worth $2.52M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,960 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $289K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #843 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.