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Mount Yale Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mount Yale 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 		– Sell
-6,434
Closed -$897K – 1128
2025
Q4 		$897K Hold
6,434
– – 0.04% 334
2025
Q3 		$873K Buy
+6,434
New +$840K 0.06% 306

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 $2.06B AUM 24.94% 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

Mount Yale Investment Advisors's SUSA Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 6,434 shares — an estimated $897K sold.

Mount Yale Investment Advisors first reported a position in SUSA in Q3 2025 and held it in 2 quarters. The position peaked at $897K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,434 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $897K.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $897K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.