January Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

January Capital 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 Q1	$259K	Buy	+1,960	New	+$272K	0.35%	47

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

IAS

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

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

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

January Capital Advisors's SUSA Position: Q1 2026 in Review

January Capital Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026: 1,960 shares worth $259K. The stake represents 0.35% of the portfolio and ranks #47 among its holdings.

519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

January Capital Advisors held 1,960 shares of iShares ESG Optimized MSCI USA ETF worth $259K as of Q1 2026.
iShares ESG Optimized MSCI USA ETF was a new January Capital Advisors position in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.35% of January Capital Advisors's portfolio in Q1 2026, its #47 holding.
519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.