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

Morris Financial Concepts’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 		$903K Buy
5,854
+177
+3% +$26.1K 0.28% 52
2026
Q1 		$750K Buy
5,677
+296
+6% +$41K 0.25% 53
2025
Q4 		$750K Sell
5,381
-65
-1% -$8.97K 0.26% 54
2025
Q3 		$739K Sell
5,446
-109
-2% -$14.2K 0.27% 53
2025
Q2 		$704K Buy
5,555
+659
+13% +$77.7K 0.28% 52
2025
Q1 		$562K Sell
4,896
-248
-5% -$30.1K 0.24% 63
2024
Q4 		$625K Buy
5,144
+129
+3% +$15.8K 0.27% 55
2024
Q3 		$604K Sell
5,015
-362
-7% -$41.8K 0.26% 56
2024
Q2 		$604K Buy
5,377
+405
+8% +$43.9K 0.29% 49
2024
Q1 		$543K Buy
4,972
+1,058
+27% +$110K 0.28% 52
2023
Q4 		$393K Buy
3,914
+25
+0.6% +$2.33K 0.22% 59
2023
Q3 		$350K Buy
3,889
+333
+9% +$31.3K 0.23% 58
2023
Q2 		$333K Buy
3,556
+357
+11% +$31.7K 0.22% 64
2023
Q1 		$281K Buy
3,199
+1,093
+52% +$93.9K 0.2% 66
2022
Q4 		$173K Sell
2,106
-482
-19% -$39.7K 0.14% 80
2022
Q3 		$196K Buy
2,588
+2,313
+841% +$197K 0.2% 64
2022
Q2 		$22K Buy
275
+75
+38% +$6.58K 0.02% 94
2022
Q1 		$19K Buy
+200
New +$19.4K 0.02% 93

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

Morris Financial Concepts's SUSA Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.1% in Q2 2026, buying an estimated $26.1K and bringing the position to 5,854 shares worth $903K. The position accounts for 0.28% of the portfolio, ranked #52.

Morris Financial Concepts first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Morris Financial Concepts held 5,854 shares of iShares ESG Optimized MSCI USA ETF worth $903K as of Q2 2026.
  • Morris Financial Concepts bought 177 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $26.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.28% of Morris Financial Concepts's portfolio in Q2 2026, its #52 holding.
  • Morris Financial Concepts first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.