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

Panoramic 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	$212K	Buy	+1,373	New	+$203K	0.1%	137
2026 Q1	–	Sell	-1,486	Closed	-$207K	–	133
2025 Q4	$207K	Sell	1,486 -30	-2%	-$4.14K	0.11%	121
2025 Q3	$206K	Sell	1,516 -561	-27%	-$73.3K	0.12%	121
2025 Q2	$263K	Sell	2,077 -257	-11%	-$30.3K	0.16%	100
2025 Q1	$268K	Sell	2,334 -16	-0.7%	-$1.94K	0.18%	95
2024 Q4	$286K	Sell	2,350 -1	-0%	-$123	0.19%	93
2024 Q3	$283K	Buy	+2,351	New	+$271K	0.2%	92
2024 Q1	$326K	Buy	2,990 +37	+1%	+$3.85K	0.24%	81
2023 Q4	$297K	Hold	2,953	–	–	0.26%	79
2023 Q3	$266K	Buy	+2,953	New	+$278K	0.24%	82
2022 Q4	$353K	Buy	+4,291	New	+$353K	0.36%	61

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 29.2% 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

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

Panoramic Investment Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,373 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #137 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in SUSA as recently as Q4 2025.

Panoramic Investment Advisors first reported a position in SUSA in Q4 2022 and has held it in 11 quarters since. The position peaked at $353K in Q4 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Panoramic Investment Advisors held 1,373 shares of iShares ESG Optimized MSCI USA ETF worth $212K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new Panoramic Investment Advisors position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Panoramic Investment Advisors's portfolio in Q2 2026, its #137 holding.
Panoramic Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $353K in Q4 2022.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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