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Mutual Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mutual 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 		$1.06M Sell
7,989
-274
-3% -$38K 0.02% 577
2025
Q4 		$1.15M Buy
8,263
+6
+0.1% +$828 0.02% 525
2025
Q3 		$1.13M Sell
8,257
-257
-3% -$33.6K 0.02% 522
2025
Q2 		$1.11M Buy
8,514
+119
+1% +$14K 0.03% 466
2025
Q1 		$954K Sell
8,395
-127
-1% -$15.4K 0.03% 458
2024
Q4 		$1.05M Sell
8,522
-38
-0.4% -$4.66K 0.03% 465
2024
Q3 		$1.03M Sell
8,560
-69
-0.8% -$7.96K 0.03% 478
2024
Q2 		$981K Buy
8,629
+8
+0.1% +$867 0.03% 492
2024
Q1 		$941K Sell
8,621
-119
-1% -$12.4K 0.03% 490
2023
Q4 		$878K Sell
8,740
-316
-3% -$29.5K 0.03% 491
2023
Q3 		$815K Sell
9,056
-84
-0.9% -$7.91K 0.03% 479
2023
Q2 		$856K Sell
9,140
-254
-3% -$22.6K 0.03% 479
2023
Q1 		$824K Sell
9,394
-1,480
-14% -$127K 0.03% 477
2022
Q4 		$895K Sell
10,874
-882
-8% -$72.6K 0.04% 436
2022
Q3 		$892K Buy
11,756
+1,345
+13% +$114K 0.05% 399
2022
Q2 		$840K Sell
10,411
-456
-4% -$40K 0.06% 388
2022
Q1 		$1.05M Sell
10,867
-59,753
-85% -$5.79M 0.06% 360
2021
Q4 		$7.5M Buy
70,620
+51,801
+275% +$5.32M 0.4% 48
2021
Q3 		$1.81M Buy
18,819
+1,388
+8% +$137K 0.11% 236
2021
Q2 		$1.67M Buy
17,431
+81
+0.5% +$7.49K 0.1% 254
2021
Q1 		$1.52M Buy
17,350
+318
+2% +$27.1K 0.1% 243
2020
Q4 		$1.4M Buy
17,032
+2,208
+15% +$173K 0.1% 237
2020
Q3 		$1.09M Sell
14,824
-844
-5% -$61K 0.09% 229
2020
Q2 		$1.05M Buy
+15,668
New +$980K 0.1% 214

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

Mutual Advisors's SUSA Position: Q1 2026 in Review

Mutual Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.3% in Q1 2026, selling an estimated $38K and leaving 7,989 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #577.

Mutual Advisors first reported a position in SUSA in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.5M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Mutual Advisors held 7,989 shares of iShares ESG Optimized MSCI USA ETF worth $1.06M as of Q1 2026.
  • Mutual Advisors sold 274 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $38K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #577 holding.
  • Mutual Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Mutual Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $7.5M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.