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McClarren Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

McClarren Financial 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 		$1.07M Buy
6,935
+8
+0.1% +$1.18K 0.55% 33
2026
Q1 		$915K Buy
6,927
+4,021
+138% +$558K 0.54% 35
2025
Q4 		$964K Sell
2,906
-1,604
-36% -$221K 0.58% 33
2025
Q3 		$969K Sell
4,510
-2,620
-37% -$342K 0.59% 33
2025
Q2 		$904K Buy
7,130
+2,662
+60% +$314K 0.59% 35
2025
Q1 		$817K Buy
4,468
+125
+3% +$15.2K 0.54% 33
2024
Q4 		$528K Sell
4,343
-107
-2% -$13.1K 1.48% 12
2024
Q3 		$12.3M Buy
4,450
+4,226
+1,887% +$488K 1.55% 16
2024
Q2 		$795K Sell
224
-6,866
-97% -$744K 0.56% 32
2024
Q1 		$775K Buy
7,090
+21
+0.3% +$2.19K 0.56% 33
2023
Q4 		$710K Buy
7,069
+58
+0.8% +$5.41K 0.54% 31
2023
Q3 		$630K Sell
7,011
-1
-0% -$94 0.55% 29
2023
Q2 		$656K Buy
7,012
+19
+0.3% +$1.69K 0.54% 30
2023
Q1 		$613K Buy
6,993
+26
+0.4% +$2.23K 0.56% 31
2022
Q4 		$573K Buy
6,967
+31
+0.4% +$2.55K 0.54% 32
2022
Q3 		$526K Buy
6,936
+34
+0.5% +$2.89K 0.52% 29
2022
Q2 		$556K Buy
6,902
+18
+0.3% +$1.58K 1.78% 17
2022
Q1 		$665K Buy
6,884
+20
+0.3% +$1.94K 0.48% 30
2021
Q4 		$730K Buy
6,864
+20
+0.3% +$2.06K 0.5% 31
2021
Q3 		$656K Buy
6,844
+22
+0.3% +$2.17K 0.51% 26
2021
Q2 		$651K Buy
6,822
+13
+0.2% +$1.2K 0.53% 27
2021
Q1 		$598K Buy
6,809
+21
+0.3% +$1.79K 0.53% 27
2020
Q4 		$558K Buy
+6,788
New +$531K 0.54% 27

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 29.2% 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

McClarren Financial Advisors's SUSA Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.12% in Q2 2026, buying an estimated $1.18K and bringing the position to 6,935 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #33.

McClarren Financial Advisors first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • McClarren Financial Advisors held 6,935 shares of iShares ESG Optimized MSCI USA ETF worth $1.07M as of Q2 2026.
  • McClarren Financial Advisors bought 8 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.18K.
  • iShares ESG Optimized MSCI USA ETF made up 0.55% of McClarren Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • McClarren Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • McClarren Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $12.3M in Q3 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.