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

Private 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	$304K	Sell	1,967 -50	-2%	-$7.38K	0.07%	82
2026 Q1	$266K	Hold	2,017	–	–	0.07%	75
2025 Q4	$281K	Hold	2,017	–	–	0.08%	74
2025 Q3	$274K	Sell	2,017 -95	-4%	-$12.4K	0.08%	72
2025 Q2	$268K	Buy	2,112 +20	+1%	+$2.36K	0.09%	69
2025 Q1	$240K	Sell	2,092 -35	-2%	-$4.24K	0.09%	72
2024 Q4	$259K	Sell	2,127 -30	-1%	-$3.68K	0.1%	70
2024 Q3	$260K	Sell	2,157 -54	-2%	-$6.23K	0.1%	65
2024 Q2	$248K	Hold	2,211	–	–	0.11%	66
2024 Q1	$241K	Sell	2,211 -49	-2%	-$5.1K	0.11%	60
2023 Q4	$227K	Buy	+2,260	New	+$211K	0.11%	58

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Private Wealth Management Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.5% in Q2 2026, selling an estimated $7.38K and leaving 1,967 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #82.

Private Wealth Management Group first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Private Wealth Management Group held 1,967 shares of iShares ESG Optimized MSCI USA ETF worth $304K as of Q2 2026.
Private Wealth Management Group sold 50 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $7.38K.
iShares ESG Optimized MSCI USA ETF made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #82 holding.
Private Wealth Management Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.