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 Q2	$21.9K	Hold	142	–	–	0.01%	234
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrity Financial's SUSA Position: Q2 2026 in Review

Integrity Financial held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 142 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #234.

Integrity Financial first reported a position in SUSA in Q4 2021 and has held it in 15 quarters since. The position peaked at $37.5K in Q4 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Integrity Financial held 142 shares of iShares ESG Optimized MSCI USA ETF worth $21.9K as of Q2 2026.
Integrity Financial left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Integrity Financial's portfolio in Q2 2026, its #234 holding.
Integrity Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
Integrity Financial's iShares ESG Optimized MSCI USA ETF position peaked at $37.5K in Q4 2024.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.