PIA
SUSA icon

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

Perennial 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
Q1 		$221K Buy
1,671
+2
+0.1% +$277 0.02% 459
2025
Q4 		$232K Buy
1,669
+4
+0.2% +$552 0.02% 437
2025
Q3 		$226K Buy
1,665
+1
+0.1% +$131 0.02% 436
2025
Q2 		$211K Buy
+1,664
New +$196K 0.02% 438
2025
Q1 		– Sell
-1,727
Closed -$210K – 465
2024
Q4 		$210K Buy
+1,727
New +$212K 0.02% 375
2024
Q1 		– Sell
-2,302
Closed -$231K – 382
2023
Q4 		$231K Sell
2,302
-156
-6% -$14.6K 0.04% 287
2023
Q3 		$221K Hold
2,458
– – 0.04% 290
2023
Q2 		$230K Sell
2,458
-80
-3% -$7.11K 0.04% 298
2023
Q1 		$223K Buy
+2,538
New +$218K 0.04% 293
2022
Q2 		– Sell
-2,210
Closed -$213K – 221
2022
Q1 		$213K Buy
2,210
+12
+0.5% +$1.16K 0.07% 199
2021
Q4 		$233K Sell
2,198
-70
-3% -$7.2K 0.07% 199
2021
Q3 		$217K Buy
2,268
+25
+1% +$2.47K 0.08% 196
2021
Q2 		$214K Buy
+2,243
New +$207K 0.08% 197

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Perennial Investment Advisors's SUSA Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.12% in Q1 2026, buying an estimated $277 and bringing the position to 1,671 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #459.

Perennial Investment Advisors first reported a position in SUSA in Q2 2021 and has held it in 13 quarters since. The position peaked at $233K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Perennial Investment Advisors held 1,671 shares of iShares ESG Optimized MSCI USA ETF worth $221K as of Q1 2026.
  • Perennial Investment Advisors bought 2 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $277.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #459 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 13 quarters since.
  • Perennial Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $233K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.