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Pinnacle Wealth Management Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$316K Hold
2,389
– – 0.02% 395
2025
Q4 		$333K Sell
2,389
-7
-0.3% -$967 0.02% 373
2025
Q3 		$325K Sell
2,396
-1,541
-39% -$201K 0.02% 295
2025
Q2 		$499K Buy
3,937
+10
+0.3% +$1.18K 0.04% 221
2025
Q1 		$451K Buy
3,927
+977
+33% +$118K 0.04% 222
2024
Q4 		$359K Buy
2,950
+203
+7% +$24.9K 0.03% 256
2024
Q3 		$331K Hold
2,747
– – 0.03% 261
2024
Q2 		$309K Buy
2,747
+167
+6% +$18.1K 0.03% 263
2024
Q1 		$282K Hold
2,580
– – 0.03% 274
2023
Q4 		$259K Buy
2,580
+160
+7% +$14.9K 0.03% 276
2023
Q3 		$218K Buy
2,420
+5
+0.2% +$471 0.03% 286
2023
Q2 		$226K Sell
2,415
-200
-8% -$17.8K 0.03% 291
2023
Q1 		$230K Hold
2,615
– – 0.03% 275
2022
Q4 		$215K Buy
+2,615
New +$215K 0.03% 270
2022
Q3 		– Sell
-3,765
Closed -$304K – 297
2022
Q2 		$304K Buy
3,765
+45
+1% +$3.95K 0.05% 222
2022
Q1 		$360K Buy
+3,720
New +$360K 0.05% 211

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 $1.81B AUM 17.83% 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

Pinnacle Wealth Management Advisory Group's SUSA Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,389 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #395.

Pinnacle Wealth Management Advisory Group first reported a position in SUSA in Q1 2022 and has held it in 16 quarters since. The position peaked at $499K in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,389 shares of iShares ESG Optimized MSCI USA ETF worth $316K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #395 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 16 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $499K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.