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J.W. Cole Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

J.W. Cole Advisors’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 		$1.5M Buy
+9,742
New +$1.44M 0.03% 603
2026
Q1 		– Sell
-11,058
Closed -$856K – 1388
2025
Q4 		$856K Sell
11,058
-3,145
-22% -$434K 0.02% 689
2025
Q3 		$1.93M Sell
14,203
-230
-2% -$30K 0.04% 470
2025
Q2 		$1.83M Buy
14,433
+7,592
+111% +$895K 0.04% 448
2025
Q1 		$786K Sell
6,841
-9,325
-58% -$1.13M 0.02% 613
2024
Q4 		$1.97M Sell
16,166
-206
-1% -$25.3K 0.08% 247
2024
Q3 		$1.97M Buy
16,372
+459
+3% +$52.9K 0.08% 249
2024
Q2 		$1.79M Sell
15,913
-815
-5% -$88.3K 0.08% 234
2024
Q1 		$1.83M Buy
16,728
+176
+1% +$18.3K 0.09% 225
2023
Q4 		$1.66M Buy
16,552
+2,601
+19% +$243K 0.1% 217
2023
Q3 		$1.26M Sell
13,951
-664
-5% -$62.5K 0.09% 219
2023
Q2 		$1.37M Sell
14,615
-1,322
-8% -$117K 0.1% 221
2023
Q1 		$1.4M Sell
15,937
-372
-2% -$32K 0.1% 230
2022
Q4 		$1.34M Buy
16,309
+505
+3% +$41.6K 0.1% 218
2022
Q3 		$1.2M Sell
15,804
-135
-0.8% -$11.5K 0.1% 226
2022
Q2 		$1.29M Buy
15,939
+14
+0.1% +$1.23K 0.1% 222
2022
Q1 		$1.54M Sell
15,925
-16
-0.1% -$1.55K 0.1% 215
2021
Q4 		$1.69M Buy
+15,941
New +$1.64M 0.11% 202
2021
Q3 		– Sell
-11,437
Closed -$1.09M – 739
2021
Q2 		$1.09M Buy
11,437
+3,796
+50% +$351K 0.09% 258
2021
Q1 		$671K Buy
7,641
+2,900
+61% +$247K 0.06% 319
2020
Q4 		$390K Buy
+4,741
New +$371K 0.04% 402

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

J.W. Cole Advisors's SUSA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 9,742 shares worth $1.5M. The stake represents 0.03% of the portfolio and ranks #603 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SUSA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SUSA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.97M in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • J.W. Cole Advisors held 9,742 shares of iShares ESG Optimized MSCI USA ETF worth $1.5M as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #603 holding.
  • J.W. Cole Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • J.W. Cole Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.97M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.