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JNBA Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

JNBA Financial 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 		$915K Sell
5,930
-189
-3% -$27.9K 0.07% 108
2026
Q1 		$808K Sell
6,119
-640
-9% -$88.7K 0.07% 110
2025
Q4 		$942K Buy
6,759
+51
+0.8% +$7.04K 0.08% 102
2025
Q3 		$910K Buy
6,708
+192
+3% +$25.1K 0.08% 99
2025
Q2 		$826K Buy
6,516
+197
+3% +$23.2K 0.08% 99
2025
Q1 		$726K Sell
6,319
-966
-13% -$117K 0.08% 109
2024
Q4 		$886K Buy
7,285
+394
+6% +$48.3K 0.09% 92
2024
Q3 		$829K Sell
6,891
-1,268
-16% -$146K 0.08% 101
2024
Q2 		$917K Sell
8,159
-771
-9% -$83.6K 0.1% 95
2024
Q1 		$975K Sell
8,930
-1,147
-11% -$119K 0.1% 97
2023
Q4 		$1.01M Buy
10,077
+134
+1% +$12.5K 0.12% 96
2023
Q3 		$895K Sell
9,943
-938
-9% -$88.3K 0.11% 99
2023
Q2 		$1.02M Buy
10,881
+399
+4% +$35.4K 0.12% 95
2023
Q1 		$920K Buy
10,482
+30
+0.3% +$2.58K 0.12% 100
2022
Q4 		$860K Sell
10,452
-95
-0.9% -$7.83K 0.12% 103
2022
Q3 		$801K Sell
10,547
-118
-1% -$10K 0.12% 98
2022
Q2 		$861K Buy
10,665
+282
+3% +$24.8K 0.13% 95
2022
Q1 		$1M Sell
10,383
-2,589
-20% -$251K 0.13% 91
2021
Q4 		$1.38M Buy
12,972
+9
+0.1% +$925 0.17% 80
2021
Q3 		$1.24M Sell
12,963
-1,147
-8% -$113K 0.17% 81
2021
Q2 		$1.35M Buy
14,110
+317
+2% +$29.3K 0.18% 77
2021
Q1 		$1.21M Buy
13,793
+957
+7% +$81.6K 0.18% 77
2020
Q4 		$1.06M Buy
12,836
+1,610
+14% +$126K 0.17% 79
2020
Q3 		$826K Buy
11,226
+288
+3% +$20.8K 0.17% 82
2020
Q2 		$732K Sell
10,938
-6
-0.1% -$375 0.16% 86
2020
Q1 		$601K Buy
10,944
+198
+2% +$12.7K 0.14% 84
2019
Q4 		$720K Buy
10,746
+330
+3% +$21.1K 0.14% 87
2019
Q3 		$644K Sell
10,416
-96
-0.9% -$5.88K 0.13% 86
2019
Q2 		$641K Buy
10,512
+376
+4% +$22.5K 0.13% 87
2019
Q1 		$599K Buy
10,136
+136
+1% +$7.67K 0.13% 84
2018
Q4 		$516K Buy
+10,000
New +$555K 0.12% 85
2018
Q3 		– Sell
-13,248
Closed -$747K – 691
2018
Q2 		$747K Buy
13,248
+318
+2% +$17.9K 0.16% 71
2018
Q1 		$717K Buy
12,930
+2,826
+28% +$161K 0.15% 69
2017
Q4 		$561K Buy
10,104
+1,194
+13% +$64.7K 0.12% 77
2017
Q3 		$466K Buy
8,910
+1,964
+28% +$102K 0.1% 78
2017
Q2 		$355K Hold
6,946
– – 0.08% 90
2017
Q1 		$341K Hold
6,946
– – 0.08% 89
2016
Q4 		$320K Buy
+6,946
New +$315K 0.08% 92
2016
Q3 		– Sell
-6,182
Closed -$267K – 1663
2016
Q2 		$267K Buy
6,182
+510
+9% +$21.9K 0.07% 94
2016
Q1 		$241K Buy
5,672
+1,716
+43% +$68.6K 0.09% 88
2015
Q4 		$165K Buy
3,956
+1,184
+43% +$49.7K 0.06% 112
2015
Q3 		$109K Sell
2,772
-142
-5% -$5.91K 0.05% 129
2015
Q2 		$124K Buy
2,914
+924
+46% +$40.2K 0.05% 116
2015
Q1 		$85K Buy
1,990
+356
+22% +$15.3K 0.03% 149
2014
Q4 		$70K Buy
+1,634
New +$68.6K 0.03% 160

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JNBA Financial Advisors's SUSA Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.1% in Q2 2026, selling an estimated $27.9K and leaving 5,930 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #108.

JNBA Financial Advisors first reported a position in SUSA in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.38M in Q4 2021. 192 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • JNBA Financial Advisors held 5,930 shares of iShares ESG Optimized MSCI USA ETF worth $915K as of Q2 2026.
  • JNBA Financial Advisors sold 189 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $27.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of JNBA Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 45 quarters since.
  • JNBA Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.38M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.