JFS Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

JFS Wealth 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	$296K	Hold	1,916	–	–	0.01%	296
2026 Q1	$253K	Hold	1,916	–	–	0.01%	294
2025 Q4	$267K	Hold	1,916	–	–	0.02%	293
2025 Q3	$260K	Hold	1,916	–	–	0.02%	295
2025 Q2	$243K	Hold	1,916	–	–	0.02%	281
2025 Q1	$220K	Sell	1,916 -212	-10%	-$25.7K	0.01%	293
2024 Q4	$259K	Sell	2,128 -522	-20%	-$64K	0.02%	267
2024 Q3	$319K	Hold	2,650	–	–	0.02%	244
2024 Q2	$298K	Hold	2,650	–	–	0.02%	195
2024 Q1	$289K	Hold	2,650	–	–	0.02%	206
2023 Q4	$266K	Hold	2,650	–	–	0.02%	203
2023 Q3	$238K	Hold	2,650	–	–	0.02%	207
2023 Q2	$248K	Sell	2,650 -850	-24%	-$75.5K	0.02%	196
2023 Q1	$307K	Hold	3,500	–	–	0.03%	174
2022 Q4	$288K	Hold	3,500	–	–	0.03%	184
2022 Q3	$266K	Hold	3,500	–	–	0.03%	188
2022 Q2	$282K	Hold	3,500	–	–	0.03%	179
2022 Q1	$339K	Hold	3,500	–	–	0.03%	185
2021 Q4	$372K	Hold	3,500	–	–	0.04%	178
2021 Q3	$336K	Hold	3,500	–	–	0.03%	175
2021 Q2	$334K	Buy	+3,500	New	+$324K	0.05%	136

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 29.2% 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

JFS Wealth Advisors's SUSA Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,916 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #296.

JFS Wealth Advisors first reported a position in SUSA in Q2 2021 and has held it in 21 quarters since. The position peaked at $372K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

JFS Wealth Advisors held 1,916 shares of iShares ESG Optimized MSCI USA ETF worth $296K as of Q2 2026.
JFS Wealth Advisors 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 JFS Wealth Advisors's portfolio in Q2 2026, its #296 holding.
JFS Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
JFS Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $372K in Q4 2021.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.