Jones Financial Companies
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Jones Financial Companies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Jones Financial Companies’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 		$6.61M Buy
43,704
+5,782
+15% +$854K ﹤0.01% 1064
2026
Q1 		$4.89M Buy
37,922
+4,653
+14% +$645K ﹤0.01% 1081
2025
Q4 		$4.64M Buy
33,269
+3,362
+11% +$464K ﹤0.01% 658
2025
Q3 		$4.03M Buy
29,907
+1,933
+7% +$252K ﹤0.01% 636
2025
Q2 		$3.52M Buy
27,974
+2,390
+9% +$282K ﹤0.01% 592
2025
Q1 		$2.92M Buy
25,584
+10,253
+67% +$1.24M ﹤0.01% 551
2024
Q4 		$1.86M Buy
15,331
+5,765
+60% +$707K ﹤0.01% 579
2024
Q3 		$1.15M Buy
9,566
+6,420
+204% +$741K ﹤0.01% 573
2024
Q2 		$354K Buy
3,146
+1,198
+61% +$130K ﹤0.01% 655
2024
Q1 		$213K Sell
1,948
-506
-21% -$52.7K ﹤0.01% 453
2023
Q4 		$247K Buy
2,454
+2,270
+1,234% +$212K ﹤0.01% 306
2023
Q3 		$16.6K Hold
184
– – ﹤0.01% 454
2023
Q2 		$17.2K Buy
+184
New +$16.3K ﹤0.01% 437

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

Jones Financial Companies's SUSA Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 15% in Q2 2026, buying an estimated $854K and bringing the position to 43,704 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Jones Financial Companies first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Jones Financial Companies held 43,704 shares of iShares ESG Optimized MSCI USA ETF worth $6.61M as of Q2 2026.
  • Jones Financial Companies bought 5,782 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $854K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1064 holding.
  • Jones Financial Companies first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.