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

Integrity Financial’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	$18.8K	Sell	142 -113	-44%	-$15.7K	0.01%	237
2025 Q4	$35.5K	Buy	255 +16	+7%	+$2.21K	0.02%	210
2025 Q3	$32.4K	Buy	239 +1	+0.4%	+$131	0.02%	220
2025 Q2	$30.2K	Hold	238	–	–	0.02%	217
2025 Q1	$27.4K	Sell	238 -70	-23%	-$8.49K	0.02%	201
2024 Q4	$37.5K	Buy	+308	New	+$37.8K	0.02%	178
2023 Q4	–	Sell	-299	Closed	-$26.9K	–	227
2023 Q3	$26.9K	Hold	299	–	–	0.02%	159
2023 Q2	$28K	Buy	299 +14	+5%	+$1.24K	0.02%	145
2023 Q1	$25K	Buy	285 +143	+101%	+$12.3K	0.02%	154
2022 Q4	$11.7K	Hold	142	–	–	0.01%	161
2022 Q3	$11K	Hold	142	–	–	0.01%	158
2022 Q2	$11K	Hold	142	–	–	0.01%	163
2022 Q1	$14K	Hold	142	–	–	0.01%	152
2021 Q4	$15K	Buy	+142	New	+$14.6K	0.01%	154

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

Integrity Financial's SUSA Position: Q1 2026 in Review

Integrity Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 44% in Q1 2026, selling an estimated $15.7K and leaving 142 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #237.

Integrity Financial first reported a position in SUSA in Q4 2021 and has held it in 14 quarters since. The position peaked at $37.5K in Q4 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Integrity Financial held 142 shares of iShares ESG Optimized MSCI USA ETF worth $18.8K as of Q1 2026.
Integrity Financial sold 113 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $15.7K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Integrity Financial's portfolio in Q1 2026, its #237 holding.
Integrity Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
Integrity Financial's iShares ESG Optimized MSCI USA ETF position peaked at $37.5K in Q4 2024.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.