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

Moneta Group 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
Q1 		$965K Buy
7,308
+28
+0.4% +$3.88K 0.01% 368
2025
Q4 		$1.01M Buy
7,280
+3
+0% +$414 0.01% 356
2025
Q3 		$987K Sell
7,277
-205
-3% -$26.8K 0.01% 358
2025
Q2 		$948K Sell
7,482
-1,767
-19% -$208K 0.01% 317
2025
Q1 		$1.06M Buy
9,249
+682
+8% +$82.7K 0.01% 283
2024
Q4 		$1.04M Buy
8,567
+556
+7% +$68.2K 0.01% 280
2024
Q3 		$964K Sell
8,011
-428
-5% -$49.4K 0.01% 284
2024
Q2 		$948K Buy
8,439
+4
+0% +$434 0.02% 277
2024
Q1 		$921K Sell
8,435
-1,262
-13% -$131K 0.02% 278
2023
Q4 		$975K Buy
9,697
+16
+0.2% +$1.49K 0.02% 243
2023
Q3 		$871K Buy
9,681
+1,030
+12% +$96.9K 0.02% 236
2023
Q2 		$810K Sell
8,651
-60
-0.7% -$5.33K 0.02% 249
2023
Q1 		$765K Buy
8,711
+238
+3% +$20.5K 0.02% 252
2022
Q4 		$743K Sell
8,473
-551
-6% -$45.4K 0.02% 241
2022
Q3 		$685K Sell
9,024
-1,783
-16% -$152K 0.03% 230
2022
Q2 		$872K Buy
10,807
+1,038
+11% +$91.1K 0.03% 223
2022
Q1 		$946K Buy
9,769
+1,007
+11% +$97.6K 0.04% 211
2021
Q4 		$931K Buy
8,762
+289
+3% +$29.7K 0.04% 217
2021
Q3 		$813K Buy
8,473
+1,356
+19% +$134K 0.04% 218
2021
Q2 		$680K Buy
7,117
+661
+10% +$61.1K 0.03% 240
2021
Q1 		$567K Buy
6,456
+141
+2% +$12K 0.03% 242
2020
Q4 		$520K Buy
6,315
+5
+0.1% +$391 0.04% 191
2020
Q3 		$464K Buy
6,310
+972
+18% +$70.2K 0.04% 174
2020
Q2 		$357K Buy
5,338
+764
+17% +$47.8K 0.03% 196
2020
Q1 		$251K Buy
4,574
+172
+4% +$11K 0.03% 209
2019
Q4 		$295K Buy
4,402
+2
+0% +$128 0.02% 206
2019
Q3 		$272K Buy
4,400
+2
+0% +$122 0.03% 215
2019
Q2 		$268K Hold
4,398
– – 0.03% 196
2019
Q1 		$260K Sell
4,398
-4
-0.1% -$225 0.03% 184
2018
Q4 		$227K Buy
4,402
+2
+0% +$111 0.03% 190
2018
Q3 		$263K Hold
4,400
– – 0.03% 191
2018
Q2 		$248K Hold
4,400
– – 0.03% 228
2018
Q1 		$244K Buy
4,400
+2,620
+147% +$149K 0.03% 184
2017
Q4 		$99K Buy
+1,780
New +$96.5K 0.02% 245
2015
Q4 		– Sell
-800
Closed -$32K – 379
2015
Q3 		$32K Buy
+800
New +$33.3K 0.01% 274

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 $8.18B AUM 28.28% 1-Year Est. Return

Moneta Group Investment Advisors's SUSA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.38% in Q1 2026, buying an estimated $3.88K and bringing the position to 7,308 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #368.

Moneta Group Investment Advisors first reported a position in SUSA in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.06M in Q1 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Moneta Group Investment Advisors held 7,308 shares of iShares ESG Optimized MSCI USA ETF worth $965K as of Q1 2026.
  • Moneta Group Investment Advisors bought 28 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $3.88K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #368 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2015 and has held it in 35 quarters since.
  • Moneta Group Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.06M in Q1 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.