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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
Q2 		$4.51M Sell
29,197
-94
-0.3% -$13.9K 0.05% 272
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 $1.55T 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 29.18% 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

Modern Wealth Management's SUSA Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.32% in Q2 2026, selling an estimated $13.9K and leaving 29,197 shares worth $4.51M. The position accounts for 0.05% of the portfolio, ranked #272.

Modern Wealth Management first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Modern Wealth Management held 29,197 shares of iShares ESG Optimized MSCI USA ETF worth $4.51M as of Q2 2026.
  • Modern Wealth Management sold 94 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $13.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Modern Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.