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

One Wealth 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
Q2 		$2.52M Sell
16,354
-51
-0.3% -$7.53K 0.28% 65
2026
Q1 		$2.17M Buy
16,405
+142
+0.9% +$19.7K 0.27% 65
2025
Q4 		$2.27M Sell
16,263
-794
-5% -$110K 0.28% 63
2025
Q3 		$2.31M Sell
17,057
-29
-0.2% -$3.79K 0.29% 63
2025
Q2 		$2.17M Sell
17,086
-293
-2% -$34.5K 0.3% 65
2025
Q1 		$2M Buy
17,379
+6
+0% +$727 0.3% 61
2024
Q4 		$2.11M Sell
17,373
-23
-0.1% -$2.82K 0.31% 55
2024
Q3 		$2.09M Sell
17,396
-415
-2% -$47.9K 0.32% 48
2024
Q2 		$1.99M Buy
17,811
+143
+0.8% +$15.5K 0.43% 37
2024
Q1 		$1.93M Sell
17,668
-67
-0.4% -$6.98K 0.34% 49
2023
Q4 		$1.78M Sell
17,735
-637
-3% -$59.4K 0.34% 48
2023
Q3 		$1.65M Buy
18,372
+889
+5% +$83.7K 0.37% 51
2023
Q2 		$1.64M Sell
17,483
-106
-0.6% -$9.42K 0.34% 47
2023
Q1 		$1.54M Sell
17,589
-364
-2% -$31.3K 0.36% 48
2022
Q4 		$1.48M Sell
17,953
-374
-2% -$30.8K 0.34% 50
2022
Q3 		$1.39M Buy
18,327
+1,121
+7% +$95.4K 0.46% 38
2022
Q2 		$1.39M Buy
+17,206
New +$1.51M 0.37% 50

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

One Wealth Advisors's SUSA Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.31% in Q2 2026, selling an estimated $7.53K and leaving 16,354 shares worth $2.52M. The position accounts for 0.28% of the portfolio, ranked #65.

One Wealth Advisors first reported a position in SUSA in Q2 2022 and has held it in 17 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • One Wealth Advisors held 16,354 shares of iShares ESG Optimized MSCI USA ETF worth $2.52M as of Q2 2026.
  • One Wealth Advisors sold 51 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $7.53K.
  • iShares ESG Optimized MSCI USA ETF made up 0.28% of One Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • One Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.