Janney Montgomery Scott
SUSA icon

Janney Montgomery Scott’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Janney Montgomery Scott’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 		$6.41M Buy
48,516
+2,107
+5% +$292K 0.02% 746
2025
Q4 		$6.47M Sell
46,409
-724
-2% -$100K 0.01% 775
2025
Q3 		$6.39M Sell
47,133
-5,801
-11% -$758K 0.02% 775
2025
Q2 		$6.71M Buy
52,934
+4,205
+9% +$496K 0.02% 700
2025
Q1 		$5.6M Sell
48,729
-820
-2% -$99.4K 0.02% 734
2024
Q4 		$6.03M Sell
49,549
-161
-0.3% -$19.8K 0.02% 710
2024
Q3 		$5.98M Sell
49,710
-1,502
-3% -$173K 0.02% 700
2024
Q2 		$5.75M Buy
51,212
+2,506
+5% +$272K 0.02% 675
2024
Q1 		$5.32M Sell
48,706
-1,369
-3% -$143K 0.02% 743
2023
Q4 		$5.03M Sell
50,075
-6,729
-12% -$628K 0.02% 727
2023
Q3 		$5.11M Sell
56,804
-2,892
-5% -$272K 0.02% 666
2023
Q2 		$5.59M Buy
59,696
+750
+1% +$66.6K 0.02% 656
2023
Q1 		$5.17M Sell
58,946
-2,326
-4% -$200K 0.02% 633
2022
Q4 		$5.04M Sell
61,272
-9,566
-14% -$788K 0.02% 672
2022
Q3 		$5.38M Buy
70,838
+2,123
+3% +$181K 0.02% 597
2022
Q2 		$5.6M Buy
68,715
+128
+0.2% +$11.2K 0.03% 566
2022
Q1 		$6.64M Buy
68,587
+3,053
+5% +$296K 0.03% 501
2021
Q4 		$6.96M Buy
65,534
+7,813
+14% +$803K 0.03% 517
2021
Q3 		$5.54M Buy
57,721
+13,135
+29% +$1.3M 0.02% 561
2021
Q2 		$4.26M Sell
44,586
-108,953
-71% -$10.1M 0.02% 644
2021
Q1 		$13.5M Buy
153,539
+25,009
+19% +$2.13M 0.07% 264
2020
Q4 		$10.6M Buy
128,530
+14,396
+13% +$1.13M 0.05% 317
2020
Q3 		$8.39M Buy
114,134
+12,542
+12% +$906K 0.05% 335
2020
Q2 		$6.79M Buy
101,592
+20,634
+25% +$1.29M 0.04% 362
2020
Q1 		$4.44M Buy
80,958
+25,106
+45% +$1.61M 0.04% 426
2019
Q4 		$3.74M Buy
55,852
+16,576
+42% +$1.06M 0.02% 561
2019
Q3 		$2.43M Buy
39,276
+11,980
+44% +$733K 0.02% 678
2019
Q2 		$1.66M Buy
27,296
+11,630
+74% +$696K 0.01% 817
2019
Q1 		$926K Buy
15,666
+1,186
+8% +$66.8K 0.01% 1069
2018
Q4 		$747K Buy
14,480
+704
+5% +$39K 0.01% 1076
2018
Q3 		$822K Buy
13,776
+230
+2% +$13.5K 0.01% 1153
2018
Q2 		$764K Buy
13,546
+1,900
+16% +$107K 0.01% 1135
2018
Q1 		$646K Sell
11,646
-324
-3% -$18.4K 0.01% 1193
2017
Q4 		$665K Buy
11,970
+324
+3% +$17.6K 0.01% 1162
2017
Q3 		$609K Buy
11,646
+450
+4% +$23.3K 0.01% 1157
2017
Q2 		$572K Buy
11,196
+1,570
+16% +$78.9K 0.01% 1118
2017
Q1 		$473K Buy
9,626
+380
+4% +$18.2K 0.01% 1187
2016
Q4 		$425K Buy
9,246
+430
+5% +$19.5K 0.01% 1153
2016
Q3 		$401K Sell
8,816
-8,816
-50% -$397K 0.01% 1066
2016
Q2 		$762K Buy
17,632
+10,686
+154% +$459K 0.02% 442
2016
Q1 		$296K Buy
6,946
+950
+16% +$38K 0.01% 971
2015
Q4 		$250K Sell
5,996
-1,900
-24% -$79.8K 0.01% 1122
2015
Q3 		$311K Buy
7,896
+520
+7% +$21.6K 0.01% 1042
2015
Q2 		$314K Buy
7,376
+1,666
+29% +$72.5K 0.01% 1477
2015
Q1 		$245K Buy
+5,710
New +$245K ﹤0.01% 1929
2014
Q2 		– Sell
-5,800
Closed -$227K – 2253
2014
Q1 		$227K Buy
5,800
+200
+4% +$7.66K 0.01% 1676
2013
Q4 		$215K Buy
+5,600
New +$206K 0.01% 1676

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott's SUSA Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.5% in Q1 2026, buying an estimated $292K and bringing the position to 48,516 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #746.

Janney Montgomery Scott first reported a position in SUSA in Q4 2013 and has held it in 47 quarters since. The position peaked at $13.5M in Q1 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Janney Montgomery Scott held 48,516 shares of iShares ESG Optimized MSCI USA ETF worth $6.41M as of Q1 2026.
  • Janney Montgomery Scott bought 2,107 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $292K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #746 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 47 quarters since.
  • Janney Montgomery Scott's iShares ESG Optimized MSCI USA ETF position peaked at $13.5M in Q1 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.