MWM
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Modern Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Modern 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 		$3.9M Sell
29,291
-1,508
-5% -$209K 0.07% 229
2025
Q4 		$4.29M Buy
30,799
+809
+3% +$112K 0.08% 204
2025
Q3 		$4.07M Sell
29,990
-4
-0% -$522 0.08% 202
2025
Q2 		$3.8M Buy
+29,994
New +$3.54M 0.09% 191

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

Modern Wealth Management's SUSA Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.9% in Q1 2026, selling an estimated $209K and leaving 29,291 shares worth $3.9M. The position accounts for 0.07% of the portfolio, ranked #229.

Modern Wealth Management first reported a position in SUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.29M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Modern Wealth Management held 29,291 shares of iShares ESG Optimized MSCI USA ETF worth $3.9M as of Q1 2026.
  • Modern Wealth Management sold 1,508 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $209K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Modern Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $4.29M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.