KAS
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Kestra Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kestra Advisory Services’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 		$5.28M Buy
34,192
+6,755
+25% +$997K 0.02% 820
2026
Q1 		$3.62M Buy
27,437
+2,803
+11% +$389K 0.01% 968
2025
Q4 		$3.43M Sell
24,634
-163
-0.7% -$22.5K 0.01% 939
2025
Q3 		$3.36M Buy
24,797
+868
+4% +$113K 0.02% 900
2025
Q2 		$3.03M Sell
23,929
-289
-1% -$34.1K 0.01% 864
2025
Q1 		$2.78M Sell
24,218
-7,545
-24% -$915K 0.01% 837
2024
Q4 		$3.86M Sell
31,763
-6,802
-18% -$834K 0.02% 681
2024
Q3 		$4.64M Buy
38,565
+567
+1% +$65.4K 0.03% 616
2024
Q2 		$4.27M Buy
37,998
+6,455
+20% +$700K 0.02% 649
2024
Q1 		$3.44M Buy
31,543
+1,990
+7% +$207K 0.02% 659
2023
Q4 		$2.97M Buy
29,553
+3,455
+13% +$322K 0.02% 644
2023
Q3 		$2.35M Buy
26,098
+3,631
+16% +$342K 0.02% 632
2023
Q2 		$2.1M Sell
22,467
-2,106
-9% -$187K 0.02% 647
2023
Q1 		$2.16M Sell
24,573
-759
-3% -$65.2K 0.02% 625
2022
Q4 		$2.09M Buy
25,332
+220
+0.9% +$18.1K 0.02% 730
2022
Q3 		$1.91M Buy
25,112
+519
+2% +$44.1K 0.02% 683
2022
Q2 		$1.98M Buy
24,593
+295
+1% +$25.9K 0.02% 681
2022
Q1 		$2.35M Buy
24,298
+1,232
+5% +$119K 0.02% 618
2021
Q4 		$2.45M Sell
23,066
-2,083
-8% -$214K 0.02% 616
2021
Q3 		$2.41M Buy
25,149
+5,287
+27% +$522K 0.02% 636
2021
Q2 		$1.9M Buy
19,862
+6,773
+52% +$626K 0.02% 672
2021
Q1 		$1.15M Sell
13,089
-3,218
-20% -$275K 0.01% 807
2020
Q4 		$1.33M Buy
16,307
+16,255
+31,260% +$1.27M 0.02% 739
2020
Q3 		$330K Buy
+52
New +$3.76K 0.01% 1062

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

Kestra Advisory Services's SUSA Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 25% in Q2 2026, buying an estimated $997K and bringing the position to 34,192 shares worth $5.28M. The position accounts for 0.02% of the portfolio, ranked #820.

Kestra Advisory Services first reported a position in SUSA in Q3 2020 and has held it in 24 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Kestra Advisory Services held 34,192 shares of iShares ESG Optimized MSCI USA ETF worth $5.28M as of Q2 2026.
  • Kestra Advisory Services bought 6,755 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $997K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #820 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.