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

PFG Investments’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 		$466K Buy
3,017
+2
+0.1% +$295 0.02% 706
2026
Q1 		$398K Sell
3,015
-231
-7% -$32K 0.02% 705
2025
Q4 		$452K Sell
3,246
-109
-3% -$15.1K 0.02% 610
2025
Q3 		$455K Buy
3,355
+2
+0.1% +$261 0.02% 580
2025
Q2 		$425K Sell
3,353
-1,045
-24% -$123K 0.02% 588
2025
Q1 		$505K Buy
4,398
+2
+0% +$242 0.03% 496
2024
Q4 		$535K Sell
4,396
-868
-16% -$106K 0.03% 468
2024
Q3 		$634K Sell
5,264
-47
-0.9% -$5.42K 0.04% 413
2024
Q2 		$597K Sell
5,311
-686
-11% -$74.3K 0.04% 391
2024
Q1 		$655K Buy
5,997
+1,573
+36% +$164K 0.04% 438
2023
Q4 		$445K Buy
4,424
+613
+16% +$57.2K 0.08% 267
2023
Q3 		$343K Hold
3,811
– – 0.06% 321
2023
Q2 		$357K Sell
3,811
-843
-18% -$74.9K 0.06% 332
2023
Q1 		$409K Buy
+4,654
New +$400K 0.08% 271

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFG Investments's SUSA Position: Q2 2026 in Review

PFG Investments increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.07% in Q2 2026, buying an estimated $295 and bringing the position to 3,017 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #706.

PFG Investments first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. The position peaked at $655K in Q1 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • PFG Investments held 3,017 shares of iShares ESG Optimized MSCI USA ETF worth $466K as of Q2 2026.
  • PFG Investments bought 2 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $295.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #706 holding.
  • PFG Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares ESG Optimized MSCI USA ETF position peaked at $655K in Q1 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.