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

Portland 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 		$231K Buy
+1,495
New +$221K 0.42% 75
2026
Q1 		– Sell
-1,495
Closed -$208K – 81
2025
Q4 		$208K Sell
1,495
-15
-1% -$2.07K 0.44% 71
2025
Q3 		$205K Buy
+1,510
New +$197K 0.44% 74
2025
Q1 		– Sell
-1,820
Closed -$221K – 65
2024
Q4 		$221K Buy
+1,820
New +$223K 0.6% 56

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

Portland Financial Advisors's SUSA Position: Q2 2026 in Review

Portland Financial Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,495 shares worth $231K. The stake represents 0.42% of the portfolio and ranks #75 among its holdings. This is a return to the name: Portland Financial Advisors previously reported a position in SUSA as recently as Q4 2025.

Portland Financial Advisors first reported a position in SUSA in Q4 2024 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Portland Financial Advisors held 1,495 shares of iShares ESG Optimized MSCI USA ETF worth $231K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Portland Financial Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.42% of Portland Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Portland Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.