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

Savvy Advisors Inc’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 		$674K Buy
5,105
+533
+12% +$73.9K 0.02% 565
2025
Q4 		$637K Sell
4,572
-19
-0.4% -$2.62K 0.02% 489
2025
Q3 		$623K Buy
+4,591
New +$600K 0.03% 381

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Savvy Advisors Inc's SUSA Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 12% in Q1 2026, buying an estimated $73.9K and bringing the position to 5,105 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #565.

Savvy Advisors Inc first reported a position in SUSA in Q3 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Savvy Advisors Inc held 5,105 shares of iShares ESG Optimized MSCI USA ETF worth $674K as of Q1 2026.
  • Savvy Advisors Inc bought 533 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $73.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #565 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.