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Milestone Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Milestone Investment 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 		$2.02M Sell
13,089
-58
-0.4% -$8.56K 0.44% 43
2026
Q1 		$1.74M Buy
13,147
+34
+0.3% +$4.71K 0.42% 44
2025
Q4 		$1.83M Buy
13,113
+243
+2% +$33.6K 0.44% 41
2025
Q3 		$1.75M Buy
12,870
+425
+3% +$55.5K 0.43% 41
2025
Q2 		$1.58M Sell
12,445
-1,916
-13% -$226K 0.41% 43
2025
Q1 		$1.65M Sell
14,361
-575
-4% -$69.7K 0.46% 42
2024
Q4 		$1.82M Sell
14,936
-71
-0.5% -$8.71K 0.49% 41
2024
Q3 		$1.81M Sell
15,007
-338
-2% -$39K 0.51% 40
2024
Q2 		$1.72M Sell
15,345
-808
-5% -$87.6K 0.46% 40
2024
Q1 		$1.76M Sell
16,153
-647
-4% -$67.4K 0.48% 41
2023
Q4 		$1.69M Sell
16,800
-1,426
-8% -$133K 0.49% 37
2023
Q3 		$1.64M Sell
18,226
-1,394
-7% -$131K 0.47% 40
2023
Q2 		$1.84M Sell
19,620
-445
-2% -$39.5K 0.57% 35
2023
Q1 		$1.76M Sell
20,065
-1,478
-7% -$127K 0.54% 34
2022
Q4 		$1.77M Buy
+21,543
New +$1.77M 0.62% 32

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

Milestone Investment Advisors's SUSA Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.44% in Q2 2026, selling an estimated $8.56K and leaving 13,089 shares worth $2.02M. The position accounts for 0.44% of the portfolio, ranked #43.

Milestone Investment Advisors first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Milestone Investment Advisors held 13,089 shares of iShares ESG Optimized MSCI USA ETF worth $2.02M as of Q2 2026.
  • Milestone Investment Advisors sold 58 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $8.56K.
  • iShares ESG Optimized MSCI USA ETF made up 0.44% of Milestone Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.