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SigFig Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SigFig Wealth Management’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 		– Sell
-1,832
Closed -$255K – 147
2025
Q4 		$255K Sell
1,832
-245
-12% -$33.8K 0.01% 128
2025
Q3 		$281K Sell
2,077
-338
-14% -$44.1K 0.01% 126
2025
Q2 		$304K Buy
2,415
+529
+28% +$62.4K 0.01% 122
2025
Q1 		$215K Buy
+1,886
New +$229K 0.01% 123

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 $4.86B AUM 22.78% 1-Year Est. Return

SigFig Wealth Management's SUSA Position: Q1 2026 in Review

SigFig Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 1,832 shares — an estimated $255K sold.

SigFig Wealth Management first reported a position in SUSA in Q1 2025 and held it in 4 quarters. The position peaked at $304K in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • SigFig Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • SigFig Wealth Management sold 1,832 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $255K.
  • SigFig Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and held it in 4 quarters.
  • SigFig Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $304K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on SigFig Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.