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

Silverlake 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 Q2	$744K	Sell	4,819 -602	-11%	-$88.9K	0.14%	183
2026 Q1	$716K	Sell	5,421 -202	-4%	-$28K	0.15%	162
2025 Q4	$783K	Buy	5,623 +473	+9%	+$65.3K	0.17%	146
2025 Q3	$699K	Buy	5,150 +256	+5%	+$33.4K	0.17%	146
2025 Q2	$620K	Sell	4,894 -160	-3%	-$18.9K	0.18%	143
2025 Q1	$581K	Sell	5,054 -642	-11%	-$77.8K	0.22%	120
2024 Q4	$693K	Sell	5,696 -71	-1%	-$8.71K	0.27%	98
2024 Q3	$694K	Buy	5,767 +611	+12%	+$70.5K	0.26%	99
2024 Q2	$579K	Buy	+5,156	New	+$559K	0.24%	106

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

Silverlake Wealth Management's SUSA Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 11% in Q2 2026, selling an estimated $88.9K and leaving 4,819 shares worth $744K. The position accounts for 0.14% of the portfolio, ranked #183.

Silverlake Wealth Management first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $783K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Silverlake Wealth Management held 4,819 shares of iShares ESG Optimized MSCI USA ETF worth $744K as of Q2 2026.
Silverlake Wealth Management sold 602 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $88.9K.
iShares ESG Optimized MSCI USA ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q2 2026, its #183 holding.
Silverlake Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $783K in Q4 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.