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Navalign LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Navalign LLC’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
-518
Closed -$72.2K – 425
2025
Q4 		$72.2K Buy
+518
New +$71.5K 0.02% 172
2022
Q1 		– Sell
-2,076
Closed -$221K – 128
2021
Q4 		$221K Buy
+2,076
New +$213K 0.09% 117

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 $202B AUM 37.79% 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 $6.73T AUM 46.02% 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

Navalign LLC's SUSA Position: Q1 2026 in Review

Navalign LLC sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 518 shares — an estimated $72.2K sold.

Navalign LLC first reported a position in SUSA in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 518 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Navalign LLC reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 518 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $72.2K.
  • Navalign LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • Navalign LLC's iShares ESG Optimized MSCI USA ETF position peaked at $221K in Q4 2021.
  • 518 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.