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Money Concepts Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Money Concepts Capital’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 		$326K Buy
+2,112
New +$312K 0.02% 499
2026
Q1 		– Sell
-1,507
Closed -$210K – 601
2025
Q4 		$210K Sell
1,507
-249
-14% -$34.4K 0.01% 499
2025
Q3 		$238K Sell
1,756
-4
-0.2% -$522 0.01% 426
2025
Q2 		$223K Buy
1,760
+1
+0.1% +$118 0.01% 415
2025
Q1 		$202K Sell
1,759
-106
-6% -$12.9K 0.02% 406
2024
Q4 		$227K Buy
1,865
+76
+4% +$9.32K 0.02% 380
2024
Q3 		$215K Buy
+1,789
New +$206K 0.02% 386
2023
Q2 		– Sell
-12,287
Closed -$466K – 470
2023
Q1 		$466K Buy
12,287
+10,096
+461% +$868K 0.03% 297
2022
Q4 		$180K Buy
2,191
+703
+47% +$57.9K 0.01% 730
2022
Q3 		$113K Sell
1,488
-107
-7% -$9.1K 0.01% 553
2022
Q2 		$130K Sell
1,595
-285
-15% -$25K 0.01% 515
2022
Q1 		$182K Buy
1,880
+126
+7% +$12.2K 0.01% 775
2021
Q4 		$186K Buy
+1,754
New +$180K 0.02% 500
2021
Q1 		$139K Buy
1,588
+532
+50% +$45.4K 0.01% 492
2020
Q4 		$87K Buy
+1,056
New +$82.5K 0.01% 480

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

Money Concepts Capital's SUSA Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 2,112 shares worth $326K. The stake represents 0.02% of the portfolio and ranks #499 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in SUSA as recently as Q4 2025.

Money Concepts Capital first reported a position in SUSA in Q4 2020 and has held it in 15 quarters since. The position peaked at $466K in Q1 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Money Concepts Capital held 2,112 shares of iShares ESG Optimized MSCI USA ETF worth $326K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Money Concepts Capital position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #499 holding.
  • Money Concepts Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 15 quarters since.
  • Money Concepts Capital's iShares ESG Optimized MSCI USA ETF position peaked at $466K in Q1 2023.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.