OFG
SUSA icon

Oxford Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Oxford Financial Group’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 		$396K Hold
2,998
– – 0.02% 183
2025
Q4 		$418K Hold
2,998
– – 0.02% 162
2025
Q3 		$407K Hold
2,998
– – 0.02% 161
2025
Q2 		$380K Hold
2,998
– – 0.02% 156
2025
Q1 		$344K Hold
2,998
– – 0.02% 161
2024
Q4 		$365K Hold
2,998
– – 0.02% 185
2024
Q3 		$361K Hold
2,998
– – 0.02% 182
2024
Q2 		$337K Hold
2,998
– – 0.02% 197
2024
Q1 		$327K Hold
2,998
– – 0.02% 171
2023
Q4 		$301K Sell
2,998
-108
-3% -$10.1K 0.02% 182
2023
Q3 		$279K Hold
3,106
– – 0.02% 178
2023
Q2 		$291K Hold
3,106
– – 0.03% 181
2023
Q1 		$273K Sell
3,106
-3,403
-52% -$292K 0.03% 161
2022
Q4 		$536K Sell
6,509
-2,248
-26% -$185K 0.06% 104
2022
Q3 		$665K Sell
8,757
-2,327
-21% -$198K 0.1% 81
2022
Q2 		$894K Sell
11,084
-1,672
-13% -$147K 0.13% 71
2022
Q1 		$1.24M Buy
12,756
+6,544
+105% +$634K 0.16% 62
2021
Q4 		$660K Sell
6,212
-1
-0% -$103 0.07% 102
2021
Q3 		$596K Hold
6,213
– – 0.08% 103
2021
Q2 		$594K Hold
6,213
– – 0.08% 101
2021
Q1 		$546K Sell
6,213
-265
-4% -$22.6K 0.08% 104
2020
Q4 		$533K Hold
6,478
– – 0.08% 98
2020
Q3 		$476K Hold
6,478
– – 0.08% 94
2020
Q2 		$433K Sell
6,478
-870
-12% -$54.4K 0.07% 104
2020
Q1 		$403K Hold
7,348
– – 0.08% 96
2019
Q4 		$492K Hold
7,348
– – 0.14% 47
2019
Q3 		$454K Hold
7,348
– – 0.14% 42
2019
Q2 		$448K Hold
7,348
– – 0.15% 39
2019
Q1 		$434K Buy
+7,348
New +$414K 0.16% 40
2018
Q4 		– Sell
-7,996
Closed -$477K – 42
2018
Q3 		$477K Hold
7,996
– – 0.22% 25
2018
Q2 		$451K Buy
7,996
+3,780
+90% +$213K 0.23% 28
2018
Q1 		$234K Buy
+4,216
New +$240K 0.13% 34

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 $8.18B AUM 28.28% 1-Year Est. Return

Oxford Financial Group's SUSA Position: Q1 2026 in Review

Oxford Financial Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,998 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #183.

Oxford Financial Group first reported a position in SUSA in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.24M in Q1 2022. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Oxford Financial Group held 2,998 shares of iShares ESG Optimized MSCI USA ETF worth $396K as of Q1 2026.
  • Oxford Financial Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #183 holding.
  • Oxford Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 32 quarters since.
  • Oxford Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $1.24M in Q1 2022.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.