PCFFS
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Pacific Center for Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Pacific Center for Financial Services’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 		$379K Buy
2,454
+1
+0% +$148 0.08% 69
2026
Q1 		$324K Sell
2,453
-1,804
-42% -$250K 0.08% 70
2025
Q4 		$578K Hold
4,257
– – 0.15% 51
2025
Q3 		$578K Buy
4,257
+3
+0.1% +$392 0.15% 51
2025
Q2 		$539K Buy
4,254
+2
+0% +$236 0.15% 52
2025
Q1 		$488K Sell
4,252
-67
-2% -$8.12K 0.13% 51
2024
Q4 		$525K Buy
4,319
+3
+0.1% +$368 0.14% 45
2024
Q3 		$519K Buy
4,316
+5
+0.1% +$577 0.14% 46
2024
Q2 		$484K Buy
4,311
+3
+0.1% +$325 0.14% 48
2024
Q1 		$470K Buy
4,308
+3
+0.1% +$312 0.13% 48
2023
Q4 		$433K Buy
4,305
+10
+0.2% +$933 0.14% 46
2023
Q3 		$386K Hold
4,295
– – 0.13% 48
2023
Q2 		$402K Buy
4,295
+3
+0.1% +$266 0.13% 51
2023
Q1 		$377K Buy
+4,292
New +$369K 0.13% 56
2022
Q3 		$325K Hold
4,276
– – 0.13% 57
2022
Q2 		$345K Buy
4,276
+3
+0.1% +$263 0.14% 55
2022
Q1 		$414K Buy
4,273
+4
+0.1% +$388 0.15% 51
2021
Q4 		$454K Buy
4,269
+7
+0.2% +$720 0.18% 44
2021
Q3 		$409K Hold
4,262
– – 0.18% 47
2021
Q2 		$407K Buy
4,262
+5
+0.1% +$462 0.18% 46
2021
Q1 		$374K Sell
4,257
-144
-3% -$12.3K 0.18% 46
2020
Q4 		$362K Buy
4,401
+3
+0.1% +$235 0.13% 46
2020
Q3 		$323K Buy
4,398
+4
+0.1% +$289 0.13% 42
2020
Q2 		$294K Buy
4,394
+10
+0.2% +$626 0.14% 44
2020
Q1 		$241K Hold
4,384
– – 0.15% 39
2019
Q4 		$294K Buy
4,384
+12
+0.3% +$767 0.13% 42
2019
Q3 		$270K Hold
4,372
– – 0.13% 41
2019
Q2 		$266K Buy
4,372
+4
+0.1% +$239 0.14% 40
2019
Q1 		$258K Buy
4,368
+4
+0.1% +$225 0.14% 38
2018
Q4 		$225K Buy
4,364
+10
+0.2% +$555 0.12% 40
2018
Q3 		$260K Buy
4,354
+6
+0.1% +$352 0.13% 41
2018
Q2 		$245K Buy
4,348
+1,308
+43% +$73.6K 0.14% 40
2018
Q1 		$169K Buy
3,040
+516
+20% +$29.4K 0.1% 58
2017
Q4 		$140K Buy
2,524
+742
+42% +$40.2K 0.09% 64
2017
Q3 		$93K Hold
1,782
– – 0.06% 76
2017
Q2 		$91K Sell
1,782
-1,098
-38% -$55.2K 0.06% 75
2017
Q1 		$141K Sell
2,880
-1,484
-34% -$71.2K 0.1% 62
2016
Q4 		$201K Buy
+4,364
New +$198K 0.15% 49

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

Pacific Center for Financial Services's SUSA Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.04% in Q2 2026, buying an estimated $148 and bringing the position to 2,454 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #69.

Pacific Center for Financial Services first reported a position in SUSA in Q4 2016 and has held it in 38 quarters since. The position peaked at $578K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Pacific Center for Financial Services held 2,454 shares of iShares ESG Optimized MSCI USA ETF worth $379K as of Q2 2026.
  • Pacific Center for Financial Services bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of Pacific Center for Financial Services's portfolio in Q2 2026, its #69 holding.
  • Pacific Center for Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2016 and has held it in 38 quarters since.
  • Pacific Center for Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $578K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.