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

Nautilus 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 Q3	$654K	Sell	4,200 -2,000	-32%	-$312K	0.4%	70
2026 Q2	$966K	Hold	6,200	–	–	0.57%	47
2026 Q1	$819K	Hold	6,200	–	–	0.56%	50
2025 Q4	$864K	Hold	6,200	–	–	0.56%	48
2025 Q3	$841K	Hold	6,200	–	–	0.57%	46
2025 Q2	$786K	Hold	6,200	–	–	0.58%	46
2025 Q1	$712K	Hold	6,200	–	–	0.59%	51
2024 Q4	$754K	Buy	+6,200	New	+$761K	0.6%	47

Other funds holding SUSA

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Nautilus Advisors's SUSA Position: Q3 2026 in Review

Nautilus Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 32% in Q3 2026, selling an estimated $312K and leaving 4,200 shares worth $654K. The position accounts for 0.4% of the portfolio, ranked #70.

Nautilus Advisors first reported a position in SUSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $966K in Q2 2026. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Nautilus Advisors held 4,200 shares of iShares ESG Optimized MSCI USA ETF worth $654K as of Q3 2026.
Nautilus Advisors sold 2,000 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $312K.
iShares ESG Optimized MSCI USA ETF made up 0.4% of Nautilus Advisors's portfolio in Q3 2026, its #70 holding.
Nautilus Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $966K in Q2 2026.
26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.