PWMG
SUSA icon

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

Prestige Wealth Management 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
Q2 		$108K Hold
698
– – 0.02% 211
2026
Q1 		$92.2K Sell
698
-10
-1% -$1.39K 0.02% 206
2025
Q4 		$98.7K Buy
708
+22
+3% +$3.04K 0.02% 202
2025
Q3 		$93.1K Hold
686
– – 0.02% 220
2025
Q2 		$87K Hold
686
– – 0.02% 217
2025
Q1 		$78.8K Sell
686
-168
-20% -$20.4K 0.02% 211
2024
Q4 		$104K Sell
854
-23
-3% -$2.82K 0.02% 199
2024
Q3 		$106K Hold
877
– – 0.02% 190
2024
Q2 		$98.5K Sell
877
-36
-4% -$3.9K 0.02% 178
2024
Q1 		$99.7K Sell
913
-153
-14% -$15.9K 0.02% 205
2023
Q4 		$107K Hold
1,066
– – 0.02% 183
2023
Q3 		$96.4K Sell
1,066
-71
-6% -$6.68K 0.02% 186
2023
Q2 		$106K Hold
1,137
– – 0.03% 199
2023
Q1 		$99.8K Hold
1,137
– – 0.03% 186
2022
Q4 		$93.6K Hold
1,137
– – 0.02% 196
2022
Q3 		$86K Hold
1,137
– – 0.02% 182
2022
Q2 		$92K Buy
1,137
+933
+457% +$81.9K 0.02% 184
2022
Q1 		$20K Hold
204
– – ﹤0.01% 353
2021
Q4 		$22K Sell
204
-22
-10% -$2.26K 0.01% 370
2021
Q3 		$22K Hold
226
– – 0.01% 362
2021
Q2 		$22K Hold
226
– – 0.01% 352
2021
Q1 		$20K Buy
226
+2
+0.9% +$171 0.01% 363
2020
Q4 		$18K Buy
224
+20
+10% +$1.56K ﹤0.01% 370
2020
Q3 		$15K Hold
204
– – ﹤0.01% 386
2020
Q2 		$14K Hold
204
– – ﹤0.01% 384
2020
Q1 		$11K Hold
204
– – ﹤0.01% 370
2019
Q4 		$14K Hold
204
– – 0.01% 324
2019
Q3 		$13K Hold
204
– – 0.01% 319
2019
Q2 		$12K Buy
+204
New +$12.2K 0.01% 314

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

Prestige Wealth Management Group's SUSA Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 698 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #211.

Prestige Wealth Management Group first reported a position in SUSA in Q2 2019 and has held it in 29 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Prestige Wealth Management Group held 698 shares of iShares ESG Optimized MSCI USA ETF worth $108K as of Q2 2026.
  • Prestige Wealth Management Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #211 holding.
  • Prestige Wealth Management Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.