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Private Wealth Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Private Wealth Asset Management’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 		$309 Hold
2
– – ﹤0.01% 915
2026
Q1 		$264 Hold
2
– – ﹤0.01% 910
2025
Q4 		$279 Hold
2
– – ﹤0.01% 942
2025
Q3 		$271 Hold
2
– – ﹤0.01% 941
2025
Q2 		$254 Buy
+2
New +$236 ﹤0.01% 938

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

Private Wealth Asset Management's SUSA Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Private Wealth Asset Management first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Private Wealth Asset Management held 2 shares of iShares ESG Optimized MSCI USA ETF worth $309 as of Q2 2026.
  • Private Wealth Asset Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #915 holding.
  • Private Wealth Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.