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Sigma Planning Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sigma Planning Corp’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 		$838K Buy
5,429
+2,606
+92% +$385K 0.02% 676
2026
Q1 		$373K Hold
2,823
– – 0.01% 964
2025
Q4 		$393K Hold
2,823
– – 0.01% 899
2025
Q3 		$383K Sell
2,823
-2,249
-44% -$294K 0.01% 925
2025
Q2 		$643K Sell
5,072
-5
-0.1% -$590 0.02% 683
2025
Q1 		$583K Sell
5,077
-20
-0.4% -$2.42K 0.02% 664
2024
Q4 		$620K Buy
5,097
+7
+0.1% +$859 0.02% 650
2024
Q3 		$613K Sell
5,090
-470
-8% -$54.2K 0.02% 667
2024
Q2 		$625K Sell
5,560
-685
-11% -$74.2K 0.02% 635
2024
Q1 		$682K Buy
6,245
+2,234
+56% +$233K 0.02% 645
2023
Q4 		$403K Sell
4,011
-3,933
-50% -$367K 0.03% 530
2023
Q3 		$715K Buy
7,944
+90
+1% +$8.47K 0.03% 571
2023
Q2 		$735K Sell
7,854
-138
-2% -$12.3K 0.03% 579
2023
Q1 		$702K Sell
7,992
-335
-4% -$28.8K 0.02% 662
2022
Q4 		$685K Sell
8,327
-245
-3% -$20.2K 0.02% 637
2022
Q3 		$651K Sell
8,572
-1,295
-13% -$110K 0.02% 627
2022
Q2 		$796K Sell
9,867
-10,537
-52% -$925K 0.03% 567
2022
Q1 		$1.98M Buy
20,404
+1,628
+9% +$158K 0.06% 318
2021
Q4 		$2M Buy
18,776
+991
+6% +$102K 0.06% 328
2021
Q3 		$1.71M Buy
17,785
+2,679
+18% +$265K 0.05% 366
2021
Q2 		$1.44M Buy
15,106
+2,091
+16% +$193K 0.04% 425
2021
Q1 		$1.14M Buy
13,015
+4,463
+52% +$381K 0.04% 453
2020
Q4 		$704K Buy
8,552
+1,174
+16% +$91.8K 0.02% 556
2020
Q3 		$543K Buy
+7,378
New +$533K 0.02% 580

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

Sigma Planning Corp's SUSA Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 92% in Q2 2026, buying an estimated $385K and bringing the position to 5,429 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #676.

Sigma Planning Corp first reported a position in SUSA in Q3 2020 and has held it in 24 quarters since. The position peaked at $2M in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sigma Planning Corp held 5,429 shares of iShares ESG Optimized MSCI USA ETF worth $838K as of Q2 2026.
  • Sigma Planning Corp bought 2,606 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $385K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #676 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's iShares ESG Optimized MSCI USA ETF position peaked at $2M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.