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

Opal 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
Q1 		$111K Buy
+844
New +$117K 0.03% 271
2025
Q3 		– Sell
-915
Closed -$116K – 500
2025
Q2 		$116K Buy
915
+7
+0.8% +$825 0.03% 257
2025
Q1 		$104K Sell
908
-1,566
-63% -$190K 0.03% 265
2024
Q4 		$301K Sell
2,474
-303
-11% -$37.2K 0.09% 129
2024
Q3 		$334K Sell
2,777
-262
-9% -$30.2K 0.1% 113
2024
Q2 		$342K Buy
3,039
+45
+2% +$4.88K 0.11% 115
2024
Q1 		$327K Buy
2,994
+74
+3% +$7.71K 0.11% 120
2023
Q4 		$293K Sell
2,920
-44
-1% -$4.11K 0.12% 132
2023
Q3 		$267K Sell
2,964
-467
-14% -$43.9K 0.16% 116
2023
Q2 		$321K Buy
3,431
+30
+0.9% +$2.67K 0.16% 85
2023
Q1 		$298K Sell
3,401
-135
-4% -$11.6K 0.17% 73
2022
Q4 		$291K Buy
3,536
+7
+0.2% +$577 0.16% 85
2022
Q3 		$268K Sell
3,529
-2,705
-43% -$230K 0.2% 72
2022
Q2 		$503K Sell
6,234
-109
-2% -$9.57K 0.33% 41
2022
Q1 		$614K Sell
6,343
-887
-12% -$86K 0.53% 25
2021
Q4 		$768K Buy
7,230
+784
+12% +$80.6K 0.49% 38
2021
Q3 		$618K Buy
6,446
+416
+7% +$41.1K 0.59% 25
2021
Q2 		$576K Sell
6,030
-205
-3% -$19K 0.54% 28
2021
Q1 		$548K Buy
6,235
+273
+5% +$23.3K 0.6% 24
2020
Q4 		$491K Buy
+5,962
New +$466K 0.62% 24

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 $4.86B AUM 22.78% 1-Year Est. Return

Opal Wealth Advisors's SUSA Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026: 844 shares worth $111K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SUSA as recently as Q2 2025.

Opal Wealth Advisors first reported a position in SUSA in Q4 2020 and has held it in 20 quarters since. The position peaked at $768K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Opal Wealth Advisors held 844 shares of iShares ESG Optimized MSCI USA ETF worth $111K as of Q1 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Opal Wealth Advisors position in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #271 holding.
  • Opal Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • Opal Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $768K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.