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

Pathway Financial 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	$288K	Buy	1,869 +104	+6%	+$15.4K	0.03%	115
2026 Q1	$235K	Hold	1,765	–	–	0.03%	126
2025 Q4	$250K	Buy	+1,765	New	+$244K	0.03%	129
2024 Q2	–	Sell	-3,831	Closed	-$418K	–	177
2024 Q1	$418K	Sell	3,831 -29	-0.8%	-$3.02K	0.11%	98
2023 Q4	$388K	Hold	3,860	–	–	0.11%	99
2023 Q3	$347K	Buy	3,860 +21	+0.5%	+$1.98K	0.12%	88
2023 Q2	$359K	Buy	3,839 +163	+4%	+$14.5K	0.12%	88
2023 Q1	$323K	Buy	3,676 +350	+11%	+$30.1K	0.11%	91
2022 Q4	$274K	Sell	3,326 -2,964	-47%	-$244K	0.08%	98
2022 Q3	$477K	Buy	6,290 +1,341	+27%	+$114K	0.16%	66
2022 Q2	$399K	Buy	4,949 +284	+6%	+$24.9K	0.17%	69
2022 Q1	$452K	Hold	4,665	–	–	0.17%	70
2021 Q4	$461K	Buy	+4,665	New	+$480K	0.16%	70
2021 Q1	$458K	Buy	4,989 +349	+8%	+$29.8K	0.18%	67
2020 Q4	$390K	Buy	+4,640	New	+$363K	0.16%	65

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

Pathway Financial Advisors's SUSA Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.9% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,869 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #115.

Pathway Financial Advisors first reported a position in SUSA in Q4 2020 and has held it in 15 quarters since. The position peaked at $477K in Q3 2022. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Pathway Financial Advisors held 1,869 shares of iShares ESG Optimized MSCI USA ETF worth $288K as of Q2 2026.
Pathway Financial Advisors bought 104 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $15.4K.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #115 holding.
Pathway Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 15 quarters since.
Pathway Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $477K in Q3 2022.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.