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Kingdom Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kingdom Financial Group’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 		– Sell
-114
Closed -$15.9K – 923
2025
Q4 		$15.9K Buy
+114
New +$15.7K ﹤0.01% 375

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
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

Kingdom Financial Group's SUSA Position: Q1 2026 in Review

Kingdom Financial Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 114 shares — an estimated $15.9K sold.

Kingdom Financial Group first reported a position in SUSA in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Kingdom Financial Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 114 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $15.9K.
  • Kingdom Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Kingdom Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $15.9K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.