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

Rollins 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 		$895K Sell
5,799
-79
-1% -$11.7K 0.12% 79
2026
Q1 		$776K Hold
5,878
– – 0.12% 76
2025
Q4 		$819K Sell
5,878
-90
-2% -$12.4K 0.12% 69
2025
Q3 		$810K Hold
5,968
– – 0.12% 66
2025
Q2 		$756K Sell
5,968
-100
-2% -$11.8K 0.12% 68
2025
Q1 		$697K Sell
6,068
-883
-13% -$107K 0.12% 67
2024
Q4 		$845K Sell
6,951
-166
-2% -$20.4K 0.13% 62
2024
Q3 		$857K Hold
7,117
– – 0.14% 58
2024
Q2 		$800K Sell
7,117
-726
-9% -$78.7K 0.14% 62
2024
Q1 		$856K Sell
7,843
-1,781
-19% -$185K 0.16% 60
2023
Q4 		$967K Buy
+9,624
New +$898K 0.2% 47

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

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

Rollins Financial Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 5,799 shares worth $895K. The position accounts for 0.12% of the portfolio, ranked #79.

Rollins Financial Advisors first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $967K in Q4 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Rollins Financial Advisors held 5,799 shares of iShares ESG Optimized MSCI USA ETF worth $895K as of Q2 2026.
  • Rollins Financial Advisors sold 79 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $11.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.12% of Rollins Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Rollins Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $967K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.