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Montis Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Montis Financial’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 		$205K Hold
1,551
– – 0.04% 147
2025
Q4 		$216K Hold
1,551
– – 0.04% 148
2025
Q3 		$210K Buy
+1,551
New +$203K 0.05% 151

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

Montis Financial's SUSA Position: Q1 2026 in Review

Montis Financial held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 1,551 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #147.

Montis Financial first reported a position in SUSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Montis Financial held 1,551 shares of iShares ESG Optimized MSCI USA ETF worth $205K as of Q1 2026.
  • Montis Financial left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Montis Financial's portfolio in Q1 2026, its #147 holding.
  • Montis Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • Montis Financial's iShares ESG Optimized MSCI USA ETF position peaked at $216K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.