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Marks Group Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Marks Group Wealth Management’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 		$644K Hold
4,878
– – 0.06% 224
2025
Q4 		$680K Hold
4,878
– – 0.07% 216
2025
Q3 		$662K Hold
4,878
– – 0.06% 202
2025
Q2 		$618K Hold
4,878
– – 0.06% 213
2025
Q1 		$560K Hold
4,878
– – 0.05% 231
2024
Q4 		$593K Hold
4,878
– – 0.06% 203
2024
Q3 		$587K Hold
4,878
– – 0.06% 209
2024
Q2 		$548K Hold
4,878
– – 0.06% 214
2024
Q1 		$533K Hold
4,878
– – 0.06% 216
2023
Q4 		$490K Hold
4,878
– – 0.06% 216
2023
Q3 		$439K Hold
4,878
– – 0.05% 217
2023
Q2 		$457K Sell
4,878
-1,715
-26% -$152K 0.05% 214
2023
Q1 		$579K Hold
6,593
– – 0.07% 200
2022
Q4 		$543K Hold
6,593
– – 0.07% 202
2022
Q3 		$500K Hold
6,593
– – 0.08% 201
2022
Q2 		$532K Hold
6,593
– – 0.08% 206
2022
Q1 		$638K Hold
6,593
– – 0.08% 206
2021
Q4 		$701K Buy
+6,593
New +$678K 0.09% 205

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 $4.86B AUM 22.78% 1-Year Est. Return

Marks Group Wealth Management's SUSA Position: Q1 2026 in Review

Marks Group Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 4,878 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #224.

Marks Group Wealth Management first reported a position in SUSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $701K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Marks Group Wealth Management held 4,878 shares of iShares ESG Optimized MSCI USA ETF worth $644K as of Q1 2026.
  • Marks Group Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Marks Group Wealth Management's portfolio in Q1 2026, its #224 holding.
  • Marks Group Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $701K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.