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Long Run Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Long Run Wealth 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
2025
Q4 		$4.03M Sell
28,940
-6
-0% -$828 0.76% 34
2025
Q3 		$3.93M Sell
28,946
-1,505
-5% -$197K 0.77% 34
2025
Q2 		$3.86M Sell
30,451
-1,693
-5% -$200K 0.81% 35
2025
Q1 		$3.69M Buy
32,144
+8
+0% +$970 0.84% 34
2024
Q4 		$3.91M Sell
32,136
-1,761
-5% -$216K 0.94% 30
2024
Q3 		$4.08M Sell
33,897
-585
-2% -$67.5K 0.96% 28
2024
Q2 		$3.87M Sell
34,482
-6,911
-17% -$749K 0.98% 29
2024
Q1 		$4.52M Sell
41,393
-1,302
-3% -$136K 1.19% 23
2023
Q4 		$4.29M Sell
42,695
-1,925
-4% -$180K 1.24% 23
2023
Q3 		$4.01M Sell
44,620
-2,820
-6% -$265K 1.3% 22
2023
Q2 		$4.44M Sell
47,440
-1,265
-3% -$112K 1.42% 21
2023
Q1 		$4.27M Buy
48,705
+3,958
+9% +$340K 1.46% 20
2022
Q4 		$3.68M Buy
44,747
+2,803
+7% +$231K 1.33% 24
2022
Q3 		$3.18M Buy
41,944
+1,132
+3% +$96.3K 1.26% 23
2022
Q2 		$3.29M Buy
40,812
+3,711
+10% +$326K 1.28% 22
2022
Q1 		$3.6M Buy
37,101
+1,284
+4% +$124K 1.26% 23
2021
Q4 		$3.81M Buy
+35,817
New +$3.68M 1.32% 23

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Run Wealth Advisors's SUSA Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.02% in Q4 2025, selling an estimated $828 and leaving 28,940 shares worth $4.03M. The position accounts for 0.76% of the portfolio, ranked #34.

Long Run Wealth Advisors first reported a position in SUSA in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.52M in Q1 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • Long Run Wealth Advisors held 28,940 shares of iShares ESG Optimized MSCI USA ETF worth $4.03M as of Q4 2025.
  • Long Run Wealth Advisors sold 6 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $828.
  • iShares ESG Optimized MSCI USA ETF made up 0.76% of Long Run Wealth Advisors's portfolio in Q4 2025, its #34 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $4.52M in Q1 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.