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 Q2	$463K	Hold	2,998	–	–	0.02%	170
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxford Financial Group's SUSA Position: Q2 2026 in Review

Oxford Financial Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,998 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #170.

Oxford Financial Group first reported a position in SUSA in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.24M in Q1 2022. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Oxford Financial Group held 2,998 shares of iShares ESG Optimized MSCI USA ETF worth $463K as of Q2 2026.
Oxford Financial Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #170 holding.
Oxford Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 33 quarters since.
Oxford Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $1.24M in Q1 2022.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.