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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
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 $1.37T 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

M Holdings Securities's SUSA Position: Q1 2026 in Review

M Holdings Securities reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.8% in Q1 2026, selling an estimated $104K and leaving 12,220 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #143.

M Holdings Securities first reported a position in SUSA in Q4 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • M Holdings Securities held 12,220 shares of iShares ESG Optimized MSCI USA ETF worth $1.82M as of Q1 2026.
  • M Holdings Securities sold 750 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $104K.
  • iShares ESG Optimized MSCI USA ETF made up 0.12% of M Holdings Securities's portfolio in Q1 2026, its #143 holding.
  • M Holdings Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.