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

SK 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	$1.52M	Buy	9,547 +886	+10%	+$131K	0.34%	32
2026 Q1	$1.16M	Buy	8,661 +239	+3%	+$33.1K	0.32%	34
2025 Q4	$1.19M	Buy	8,422 +1,391	+20%	+$192K	0.33%	35
2025 Q3	$959K	Buy	7,031 +13	+0.2%	+$1.7K	0.36%	42
2025 Q2	$896K	Buy	7,018 +421	+6%	+$49.6K	0.39%	39
2025 Q1	$699K	Buy	6,597 +17	+0.3%	+$2.06K	0.38%	39
2024 Q4	$800K	Buy	6,580 +1,229	+23%	+$151K	0.41%	35
2024 Q3	$660K	Buy	+5,351	New	+$617K	0.34%	39

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

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

SK Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 10% in Q2 2026, buying an estimated $131K and bringing the position to 9,547 shares worth $1.52M. The position accounts for 0.34% of the portfolio, ranked #32.

SK Wealth Management first reported a position in SUSA in Q3 2024 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

SK Wealth Management held 9,547 shares of iShares ESG Optimized MSCI USA ETF worth $1.52M as of Q2 2026.
SK Wealth Management bought 886 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $131K.
iShares ESG Optimized MSCI USA ETF made up 0.34% of SK Wealth Management's portfolio in Q2 2026, its #32 holding.
SK Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.