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

Sanctuary 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	$584K	Buy	3,787 +824	+28%	+$122K	﹤0.01%	1866
2026 Q1	$391K	Sell	2,963 -437	-13%	-$60.6K	﹤0.01%	1929
2025 Q4	$474K	Buy	3,400 +174	+5%	+$24K	﹤0.01%	1766
2025 Q3	$438K	Buy	3,226 +2	+0.1%	+$261	﹤0.01%	1786
2025 Q2	$409K	Sell	3,224 -846	-21%	-$99.8K	﹤0.01%	1737
2025 Q1	$468K	Sell	4,070 -9,644	-70%	-$1.17M	﹤0.01%	1555
2024 Q4	$1.72M	Buy	13,714 +136	+1%	+$16.7K	0.01%	939
2024 Q3	$1.69M	Buy	13,578 +9,939	+273%	+$1.15M	0.01%	969
2024 Q2	$383K	Buy	+3,639	New	+$394K	﹤0.01%	1812

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

Sanctuary Advisors's SUSA Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 3,787 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Sanctuary Advisors first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Sanctuary Advisors held 3,787 shares of iShares ESG Optimized MSCI USA ETF worth $584K as of Q2 2026.
Sanctuary Advisors bought 824 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $122K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1866 holding.
Sanctuary Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.72M in Q4 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.