Parkshore Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Parkshore Wealth Management’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	$260K	Hold	1,688	–	–	0.07%	64
2026 Q1	$223K	Sell	1,688 -13	-0.8%	-$1.8K	0.07%	64
2025 Q4	$237K	Buy	1,701 +4	+0.2%	+$552	0.09%	63
2025 Q3	$230K	Hold	1,697	–	–	0.09%	63
2025 Q2	$215K	Buy	+1,697	New	+$200K	0.11%	62
2025 Q1	–	Sell	-1,689	Closed	-$205K	–	66
2024 Q4	$205K	Buy	+1,689	New	+$207K	0.12%	66

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

Parkshore Wealth Management's SUSA Position: Q2 2026 in Review

Parkshore Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,688 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #64.

Parkshore Wealth Management first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Parkshore Wealth Management held 1,688 shares of iShares ESG Optimized MSCI USA ETF worth $260K as of Q2 2026.
Parkshore Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.07% of Parkshore Wealth Management's portfolio in Q2 2026, its #64 holding.
Parkshore Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.