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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 		$1.2M Sell
7,792
-212
-3% -$31.3K 0.11% 95
2026
Q1 		$1.06M Buy
8,004
+848
+12% +$118K 0.11% 95
2025
Q4 		$997K Sell
7,156
-97
-1% -$13.4K 0.11% 96
2025
Q3 		$984K Buy
7,253
+567
+8% +$74.1K 0.12% 92
2025
Q2 		$847K Buy
6,686
+176
+3% +$20.8K 0.11% 89
2025
Q1 		$748K Buy
6,510
+858
+15% +$104K 0.12% 90
2024
Q4 		$689K Sell
5,652
-263
-4% -$32.3K 0.11% 90
2024
Q3 		$712K Buy
5,915
+341
+6% +$39.3K 0.11% 90
2024
Q2 		$626K Buy
5,574
+1,871
+51% +$203K 0.12% 94
2024
Q1 		$404K Buy
3,703
+649
+21% +$67.6K 0.08% 108
2023
Q4 		$307K Buy
+3,054
New +$285K 0.07% 124

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 29.18% 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

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

Legacy Edge Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.6% in Q2 2026, selling an estimated $31.3K and leaving 7,792 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #95.

Legacy Edge Advisors first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Legacy Edge Advisors held 7,792 shares of iShares ESG Optimized MSCI USA ETF worth $1.2M as of Q2 2026.
  • Legacy Edge Advisors sold 212 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $31.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #95 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 534 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.