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M Holdings Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

M Holdings Securities’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 		– Sell
-12,220
Closed -$1.82M – 266
2026
Q1 		$1.82M Sell
12,220
-750
-6% -$104K 0.12% 143
2025
Q4 		$1.81M Buy
+12,970
New +$1.79M 0.13% 135

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

M Holdings Securities's SUSA Position: Q2 2026 in Review

M Holdings Securities sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 12,220 shares — an estimated $1.82M sold.

M Holdings Securities first reported a position in SUSA in Q4 2025 and held it in 2 quarters. The position peaked at $1.82M in Q1 2026. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • M Holdings Securities reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 12,220 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.82M.
  • M Holdings Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's iShares ESG Optimized MSCI USA ETF position peaked at $1.82M in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.