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

Larson 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
Q2 		$28.2K Hold
183
– – ﹤0.01% 1817
2026
Q1 		$24.1K Buy
183
+1
+0.5% +$139 ﹤0.01% 1743
2025
Q4 		$25.4K Hold
182
– – ﹤0.01% 1581
2025
Q3 		$24.7K Sell
182
-163
-47% -$21.3K ﹤0.01% 1518
2025
Q2 		$43.8K Hold
345
– – ﹤0.01% 1117
2025
Q1 		$39.6K Hold
345
– – ﹤0.01% 1112
2024
Q4 		$42K Sell
345
-16
-4% -$1.96K ﹤0.01% 957
2024
Q3 		$43.4K Sell
361
-17
-4% -$1.96K ﹤0.01% 951
2024
Q2 		$42.5K Hold
378
– – ﹤0.01% 851
2024
Q1 		$41.2K Hold
378
– – ﹤0.01% 741
2023
Q4 		$37.9K Buy
378
+1
+0.3% +$93 ﹤0.01% 705
2023
Q3 		$33.9K Hold
377
– – ﹤0.01% 706
2023
Q2 		$35.3K Buy
377
+98
+35% +$8.71K ﹤0.01% 618
2023
Q1 		$24.5K Buy
279
+141
+102% +$12.1K ﹤0.01% 692
2022
Q4 		$11.4K Buy
+138
New +$11.4K ﹤0.01% 825

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

Larson Financial Group's SUSA Position: Q2 2026 in Review

Larson Financial Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 183 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Larson Financial Group first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.8K in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Larson Financial Group held 183 shares of iShares ESG Optimized MSCI USA ETF worth $28.2K as of Q2 2026.
  • Larson Financial Group 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 Larson Financial Group's portfolio in Q2 2026, its #1817 holding.
  • Larson Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $43.8K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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