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

Pure 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	$4.42M	Buy	28,649 +402	+1%	+$59.4K	0.06%	128
2026 Q1	$3.73M	Sell	28,247 -1,554	-5%	-$215K	0.05%	129
2025 Q4	$4.15M	Sell	29,801 -216	-0.7%	-$29.8K	0.06%	116
2025 Q3	$4.07M	Sell	30,017 -30	-0.1%	-$3.92K	0.06%	117
2025 Q2	$3.81M	Buy	30,047 +541	+2%	+$63.8K	0.07%	120
2025 Q1	$3.39M	Buy	+29,506	New	+$3.58M	0.07%	98

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

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

Pure Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.4% in Q2 2026, buying an estimated $59.4K and bringing the position to 28,649 shares worth $4.42M. The position accounts for 0.06% of the portfolio, ranked #128.

Pure Financial Advisors first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Pure Financial Advisors held 28,649 shares of iShares ESG Optimized MSCI USA ETF worth $4.42M as of Q2 2026.
Pure Financial Advisors bought 402 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $59.4K.
iShares ESG Optimized MSCI USA ETF made up 0.06% of Pure Financial Advisors's portfolio in Q2 2026, its #128 holding.
Pure Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.