Sage Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sage Financial 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 Q1	$579K	Buy	4,386 +4	+0.1%	+$555	0.04%	72
2025 Q4	$611K	Buy	4,382 +3	+0.1%	+$414	0.04%	68
2025 Q3	$594K	Buy	4,379 +4	+0.1%	+$522	0.04%	65
2025 Q2	$555K	Buy	4,375 +3	+0.1%	+$354	0.04%	63
2025 Q1	$502K	Buy	4,372 +19	+0.4%	+$2.3K	0.04%	70
2024 Q4	$529K	Buy	4,353 +4	+0.1%	+$491	0.04%	66
2024 Q3	$523K	Buy	4,349 +6	+0.1%	+$692	0.04%	67
2024 Q2	$488K	Buy	4,343 +3	+0.1%	+$325	0.04%	67
2024 Q1	$474K	Buy	4,340 +5	+0.1%	+$521	0.04%	67
2023 Q4	$436K	Buy	4,335 +11	+0.3%	+$1.03K	0.04%	72
2023 Q3	$389K	Hold	4,324	–	–	0.04%	70
2023 Q2	$405K	Buy	4,324 +4	+0.1%	+$355	0.04%	70
2023 Q1	$379K	Buy	4,320 +13	+0.3%	+$1.12K	0.04%	74
2022 Q4	$355K	Buy	4,307 +7	+0.2%	+$577	0.04%	75
2022 Q3	$326K	Buy	4,300 +7	+0.2%	+$595	0.04%	71
2022 Q2	$346K	Buy	+4,293	New	+$377K	0.05%	68

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Sage Financial Group's SUSA Position: Q1 2026 in Review

Sage Financial Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.09% in Q1 2026, buying an estimated $555 and bringing the position to 4,386 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #72.

Sage Financial Group first reported a position in SUSA in Q2 2022 and has held it in 16 quarters since. The position peaked at $611K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Sage Financial Group held 4,386 shares of iShares ESG Optimized MSCI USA ETF worth $579K as of Q1 2026.
Sage Financial Group bought 4 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $555.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Sage Financial Group's portfolio in Q1 2026, its #72 holding.
Sage Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
Sage Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $611K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.