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

OneDigital 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
Q2 		$3.78M Buy
24,528
+228
+0.9% +$33.7K 0.03% 363
2026
Q1 		$3.21M Buy
24,300
+1,245
+5% +$173K 0.03% 361
2025
Q4 		$3.21M Sell
23,055
-2,349
-9% -$324K 0.03% 359
2025
Q3 		$3.45M Buy
25,404
+1,636
+7% +$214K 0.04% 307
2025
Q2 		$3.01M Sell
23,768
-7,631
-24% -$900K 0.03% 328
2025
Q1 		$3.61M Buy
31,399
+3,182
+11% +$386K 0.04% 285
2024
Q4 		$3.43M Buy
28,217
+710
+3% +$87.1K 0.04% 308
2024
Q3 		$3.31M Buy
27,507
+11,599
+73% +$1.34M 0.04% 320
2024
Q2 		$1.79M Buy
15,908
+2,202
+16% +$239K 0.02% 450
2024
Q1 		$1.5M Buy
13,706
+268
+2% +$27.9K 0.02% 399
2023
Q4 		$1.35M Buy
13,438
+2,102
+19% +$196K 0.02% 393
2023
Q3 		$1.02M Buy
11,336
+3,268
+41% +$308K 0.02% 417
2023
Q2 		$755K Buy
8,068
+936
+13% +$83.1K 0.02% 490
2023
Q1 		$626K Buy
7,132
+3,619
+103% +$311K 0.01% 536
2022
Q4 		$289K Buy
+3,513
New +$289K 0.01% 682

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

OneDigital Investment Advisors's SUSA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.94% in Q2 2026, buying an estimated $33.7K and bringing the position to 24,528 shares worth $3.78M. The position accounts for 0.03% of the portfolio, ranked #363.

OneDigital Investment Advisors first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • OneDigital Investment Advisors held 24,528 shares of iShares ESG Optimized MSCI USA ETF worth $3.78M as of Q2 2026.
  • OneDigital Investment Advisors bought 228 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $33.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.