PFA
SUSA icon

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

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 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. 89 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.
  • 89 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.