McKinley Carter Wealth Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

McKinley Carter Wealth Services’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	$208K	Buy	1,575 +1	+0.1%	+$139	0.01%	302
2025 Q4	$219K	Buy	1,574 +2	+0.1%	+$276	0.01%	305
2025 Q3	$213K	Buy	+1,572	New	+$205K	0.01%	309
2022 Q1	–	Sell	-1,928	Closed	-$205K	–	301
2021 Q4	$205K	Buy	+1,928	New	+$198K	0.02%	285
2021 Q1	–	Sell	-3,627	Closed	-$299K	–	291
2020 Q4	$299K	Sell	3,627 -241	-6%	-$18.8K	0.04%	216
2020 Q3	$285K	Sell	3,868 -376	-9%	-$27.2K	0.06%	120
2020 Q2	$284K	Buy	4,244 +12	+0.3%	+$751	0.07%	114
2020 Q1	$232K	Sell	4,232 -12	-0.3%	-$769	0.07%	127
2019 Q4	$284K	Sell	4,244 -208	-5%	-$13.3K	0.07%	140
2019 Q3	$275K	Buy	4,452 +22	+0.5%	+$1.35K	0.07%	141
2019 Q2	$270K	Sell	4,430 -22	-0.5%	-$1.32K	0.07%	138
2019 Q1	$263K	Buy	+4,452	New	+$251K	0.07%	136
2018 Q2	–	Sell	-1,224	Closed	-$68K	–	348
2018 Q1	$68K	Buy	+1,224	New	+$69.6K	0.02%	237

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

McKinley Carter Wealth Services's SUSA Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.06% in Q1 2026, buying an estimated $139 and bringing the position to 1,575 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #302.

McKinley Carter Wealth Services first reported a position in SUSA in Q1 2018 and has held it in 13 quarters since. The position peaked at $299K in Q4 2020. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

McKinley Carter Wealth Services held 1,575 shares of iShares ESG Optimized MSCI USA ETF worth $208K as of Q1 2026.
McKinley Carter Wealth Services bought 1 iShares ESG Optimized MSCI USA ETF share in Q1 2026, an estimated $139.
iShares ESG Optimized MSCI USA ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #302 holding.
McKinley Carter Wealth Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 13 quarters since.
McKinley Carter Wealth Services's iShares ESG Optimized MSCI USA ETF position peaked at $299K in Q4 2020.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.