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Legacy Edge Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Legacy Edge 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 		$847K Sell
6,686
-1,318
-16% -$195K 0.11% 89
2026
Q1 		$1.06M Buy
8,004
+848
+12% +$118K 0.11% 95
2025
Q4 		$997K Buy
+7,156
New +$988K 0.11% 96

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Edge Advisors's SUSA Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q2 2026, selling an estimated $195K and leaving 6,686 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #89.

Legacy Edge Advisors first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 371 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Legacy Edge Advisors held 6,686 shares of iShares ESG Optimized MSCI USA ETF worth $847K as of Q2 2026.
  • Legacy Edge Advisors sold 1,318 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $195K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #89 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.06M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.