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

Parkside 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
2025
Q2 		$1.17M Sell
9,217
-201
-2% -$23.7K 0.26% 39
2025
Q1 		$1.08M Hold
9,418
– – 0.26% 38
2024
Q4 		$1.15M Sell
9,418
-2,445
-21% -$300K 0.27% 39
2024
Q3 		$1.43M Sell
11,863
-44
-0.4% -$5.08K 0.34% 35
2024
Q2 		$1.34M Sell
11,907
-220
-2% -$23.8K 0.34% 36
2024
Q1 		$1.32M Hold
12,127
– – 0.34% 35
2023
Q4 		$1.22M Sell
12,127
-936
-7% -$87.3K 0.34% 33
2023
Q3 		$1.18M Sell
13,063
-880
-6% -$82.8K 0.37% 31
2023
Q2 		$1.31M Sell
13,943
-6,414
-32% -$570K 0.4% 30
2023
Q1 		$1.79M Sell
20,357
-111
-0.5% -$9.54K 0.59% 24
2022
Q4 		$1.68M Buy
20,468
+2,132
+12% +$176K 0.59% 26
2022
Q3 		$1.39M Buy
18,336
+15,063
+460% +$1.28M 0.53% 26
2022
Q2 		$264K Buy
3,273
+6
+0.2% +$527 0.1% 52
2022
Q1 		$316K Sell
3,267
-30
-0.9% -$2.91K 0.1% 49
2021
Q4 		$350K Sell
3,297
-520
-14% -$53.5K 0.11% 49
2021
Q3 		$366K Buy
3,817
+8
+0.2% +$790 0.11% 45
2021
Q2 		$364K Buy
3,809
+6
+0.2% +$555 0.12% 46
2021
Q1 		$334K Sell
3,803
-283
-7% -$24.1K 0.12% 51
2020
Q4 		$336K Buy
4,086
+114
+3% +$8.91K 0.13% 50
2020
Q3 		$292K Sell
3,972
-3,190
-45% -$230K 0.13% 52
2020
Q2 		$479K Buy
7,162
+18
+0.3% +$1.13K 0.22% 38
2020
Q1 		$392K Buy
7,144
+3,944
+123% +$253K 0.21% 36
2019
Q4 		$214K Buy
+3,200
New +$205K 0.1% 66

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Parkside Advisors's SUSA Position: Q2 2025 in Review

Parkside Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.1% in Q2 2025, selling an estimated $23.7K and leaving 9,217 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #39.

Parkside Advisors first reported a position in SUSA in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2023. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Parkside Advisors held 9,217 shares of iShares ESG Optimized MSCI USA ETF worth $1.17M as of Q2 2025.
  • Parkside Advisors sold 201 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $23.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.26% of Parkside Advisors's portfolio in Q2 2025, its #39 holding.
  • Parkside Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 23 quarters since.
  • Parkside Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.79M in Q1 2023.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.