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SageView Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SageView Advisory 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 		$3.89M Sell
25,224
-4,064
-14% -$600K 0.13% 107
2026
Q1 		$3.87M Sell
29,288
-609
-2% -$84.4K 0.14% 85
2025
Q4 		$4.17M Sell
29,897
-501
-2% -$69.2K 0.14% 91
2025
Q3 		$4.12M Buy
30,398
+128
+0.4% +$16.7K 0.14% 97
2025
Q2 		$3.93M Sell
30,270
-590
-2% -$69.6K 0.15% 83
2025
Q1 		$3.54M Sell
30,860
-14,793
-32% -$1.79M 0.15% 79
2024
Q4 		$5.55M Sell
45,653
-426
-0.9% -$52.3K 0.24% 51
2024
Q3 		$5.55M Sell
46,079
-2,159
-4% -$249K 0.28% 43
2024
Q2 		$5.42M Buy
+48,238
New +$5.23M 0.25% 48
2024
Q1 		– Sell
-60,633
Closed -$6.25M – 784
2023
Q4 		$6.25M Buy
60,633
+5,436
+10% +$507K 0.27% 52
2023
Q3 		$4.97M Sell
55,197
-2,531
-4% -$238K 0.28% 46
2023
Q2 		$5.41M Sell
57,728
-1,842
-3% -$164K 0.3% 49
2023
Q1 		$5.23M Sell
59,570
-1,021
-2% -$87.7K 0.33% 46
2022
Q4 		$4.99M Buy
+60,591
New +$4.99M 0.41% 52

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

SageView Advisory Group's SUSA Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2026, selling an estimated $600K and leaving 25,224 shares worth $3.89M. The position accounts for 0.13% of the portfolio, ranked #107.

SageView Advisory Group first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.25M in Q4 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SageView Advisory Group held 25,224 shares of iShares ESG Optimized MSCI USA ETF worth $3.89M as of Q2 2026.
  • SageView Advisory Group sold 4,064 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $600K.
  • iShares ESG Optimized MSCI USA ETF made up 0.13% of SageView Advisory Group's portfolio in Q2 2026, its #107 holding.
  • SageView Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $6.25M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.