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

PFG 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 		$222K Buy
+1,440
New +$213K 0.01% 753
2024
Q3 		– Sell
-3,649
Closed -$410K – 719
2024
Q2 		$410K Sell
3,649
-5
-0.1% -$542 0.03% 470
2024
Q1 		$399K Hold
3,654
– – 0.03% 449
2023
Q4 		$367K Buy
3,654
+222
+6% +$20.7K 0.03% 432
2023
Q3 		$309K Hold
3,432
– – 0.03% 446
2023
Q2 		$321K Sell
3,432
-1,796
-34% -$160K 0.02% 499
2023
Q1 		$459K Sell
5,228
-174
-3% -$15K 0.04% 403
2022
Q4 		$445K Sell
5,402
-275
-5% -$22.7K 0.04% 371
2022
Q3 		$431K Buy
+5,677
New +$483K 0.05% 348
2022
Q1 		– Sell
-4,366
Closed -$464K – 528
2021
Q4 		$464K Buy
4,366
+2
+0% +$206 0.05% 369
2021
Q3 		$419K Sell
4,364
-10
-0.2% -$988 0.05% 362
2021
Q2 		$418K Sell
4,374
-1,366
-24% -$126K 0.05% 348
2021
Q1 		$504K Buy
5,740
+425
+8% +$36.3K 0.06% 301
2020
Q4 		$438K Buy
5,315
+577
+12% +$45.1K 0.07% 256
2020
Q3 		$355K Buy
+4,738
New +$342K 0.07% 270

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

PFG Advisors's SUSA Position: Q2 2026 in Review

PFG Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,440 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: PFG Advisors previously reported a position in SUSA as recently as Q2 2024.

PFG Advisors first reported a position in SUSA in Q3 2020 and has held it in 15 quarters since. The position peaked at $504K in Q1 2021. 87 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • PFG Advisors held 1,440 shares of iShares ESG Optimized MSCI USA ETF worth $222K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new PFG Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #753 holding.
  • PFG Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 15 quarters since.
  • PFG Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $504K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.