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

Sequoia 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 		$1.32M Sell
8,563
-4,081
-32% -$603K 0.01% 820
2026
Q1 		$1.67M Buy
12,644
+13
+0.1% +$1.8K 0.01% 675
2025
Q4 		$1.76M Sell
12,631
-3,510
-22% -$485K 0.01% 625
2025
Q3 		$2.19M Buy
16,141
+3,201
+25% +$418K 0.01% 493
2025
Q2 		$1.64M Sell
12,940
-842
-6% -$99.3K 0.01% 520
2025
Q1 		$1.58M Sell
13,782
-686
-5% -$83.2K 0.01% 487
2024
Q4 		$1.76M Sell
14,468
-2,434
-14% -$299K 0.02% 438
2024
Q3 		$2.03M Sell
16,902
-455
-3% -$52.5K 0.02% 371
2024
Q2 		$1.95M Sell
17,357
-231
-1% -$25K 0.02% 331
2024
Q1 		$1.92M Sell
17,588
-682
-4% -$71K 0.02% 332
2023
Q4 		$1.84M Buy
18,270
+14,689
+410% +$1.37M 0.02% 370
2023
Q3 		$322K Hold
3,581
– – 0.01% 662
2023
Q2 		$335K Sell
3,581
-191
-5% -$17K 0.01% 658
2023
Q1 		$331K Buy
3,772
+214
+6% +$18.4K 0.01% 591
2022
Q4 		$293K Buy
3,558
+16
+0.5% +$1.32K 0.01% 593
2022
Q3 		$269K Buy
3,542
+17
+0.5% +$1.45K 0.01% 418
2022
Q2 		$284K Buy
3,525
+9
+0.3% +$790 0.01% 453
2022
Q1 		$340K Buy
3,516
+11
+0.3% +$1.07K 0.01% 460
2021
Q4 		$372K Buy
3,505
+9
+0.3% +$925 0.01% 392
2021
Q3 		$335K Buy
3,496
+12
+0.3% +$1.19K 0.03% 194
2021
Q2 		$333K Buy
3,484
+7
+0.2% +$647 0.01% 355
2021
Q1 		$305K Buy
3,477
+10
+0.3% +$853 0.01% 333
2020
Q4 		$285K Buy
3,467
+11
+0.3% +$860 0.01% 328
2020
Q3 		$254K Buy
3,456
+12
+0.3% +$867 0.01% 326
2020
Q2 		$230K Buy
+3,444
New +$216K 0.01% 329
2020
Q1 		– Sell
-3,418
Closed -$229K – 404
2019
Q4 		$229K Buy
3,418
+14
+0.4% +$895 0.01% 344
2019
Q3 		$210K Buy
3,404
+16
+0.5% +$980 0.02% 333
2019
Q2 		$206K Buy
+3,388
New +$203K 0.02% 349

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

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

Sequoia Financial Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 32% in Q2 2026, selling an estimated $603K and leaving 8,563 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #820.

Sequoia Financial Advisors first reported a position in SUSA in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.19M in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sequoia Financial Advisors held 8,563 shares of iShares ESG Optimized MSCI USA ETF worth $1.32M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,081 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $603K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #820 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 28 quarters since.
  • Sequoia Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $2.19M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.