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Snowden Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Snowden Capital 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
Q1 		$795K Sell
6,017
-2,700
-31% -$374K 0.02% 597
2025
Q4 		$1.21M Buy
8,717
+18
+0.2% +$2.48K 0.03% 466
2025
Q3 		$1.18M Sell
8,699
-2,843
-25% -$371K 0.03% 475
2025
Q2 		$1.46M Buy
11,542
+577
+5% +$68K 0.04% 397
2025
Q1 		$1.26M Buy
10,965
+25
+0.2% +$3.03K 0.04% 429
2024
Q4 		$1.33M Buy
10,940
+22
+0.2% +$2.7K 0.04% 414
2024
Q3 		$1.31M Buy
10,918
+32
+0.3% +$3.69K 0.04% 447
2024
Q2 		$1.22M Sell
10,886
-2,469
-18% -$268K 0.04% 449
2024
Q1 		$1.46M Sell
13,355
-6,001
-31% -$625K 0.05% 404
2023
Q4 		$1.95M Sell
19,356
-957
-5% -$89.3K 0.07% 287
2023
Q3 		$1.83M Sell
20,313
-974
-5% -$91.7K 0.08% 278
2023
Q2 		$1.99M Sell
21,287
-3,268
-13% -$290K 0.07% 284
2023
Q1 		$2.16M Sell
24,555
-6,495
-21% -$558K 0.08% 270
2022
Q4 		$2.56M Sell
31,050
-1,298
-4% -$107K 0.11% 235
2022
Q3 		$2.46M Buy
32,348
+1,600
+5% +$136K 0.11% 227
2022
Q2 		$2.48M Buy
30,748
+10,958
+55% +$962K 0.11% 219
2022
Q1 		$1.92M Buy
19,790
+218
+1% +$21.1K 0.08% 284
2021
Q4 		$2.08M Buy
19,572
+87
+0.4% +$8.94K 0.11% 232
2021
Q3 		$1.87M Buy
19,485
+132
+0.7% +$13K 0.09% 264
2021
Q2 		$1.85M Buy
19,353
+128
+0.7% +$11.8K 0.09% 276
2021
Q1 		$1.69M Sell
19,225
-38,332
-67% -$3.27M 0.1% 257
2020
Q4 		$4.74M Sell
57,557
-7,159
-11% -$560K 0.31% 93
2020
Q3 		$4.76M Buy
64,716
+2,134
+3% +$154K 0.38% 72
2020
Q2 		$4.19M Buy
62,582
+6,178
+11% +$387K 0.36% 82
2020
Q1 		$3.1M Sell
56,404
-11,610
-17% -$744K 0.34% 84
2019
Q4 		$4.56M Sell
68,014
-1,090
-2% -$69.7K 0.4% 67
2019
Q3 		$4.27M Buy
69,104
+4,522
+7% +$277K 0.43% 58
2019
Q2 		$3.94M Buy
64,582
+5,594
+9% +$335K 0.4% 65
2019
Q1 		$3.49M Buy
58,988
+4,656
+9% +$262K 0.38% 73
2018
Q4 		$2.8M Sell
54,332
-4,630
-8% -$257K 0.36% 81
2018
Q3 		$3.52M Buy
58,962
+2,554
+5% +$150K 0.4% 62
2018
Q2 		$3.18M Buy
56,408
+13,932
+33% +$784K 0.41% 61
2018
Q1 		$2.35M Buy
42,476
+8,700
+26% +$495K 0.34% 90
2017
Q4 		$1.88M Sell
33,776
-1,698
-5% -$92K 0.27% 120
2017
Q3 		$1.85M Buy
+35,474
New +$1.84M 0.3% 99

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 $8.18B AUM 28.28% 1-Year Est. Return

Snowden Capital Advisors's SUSA Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 31% in Q1 2026, selling an estimated $374K and leaving 6,017 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #597.

Snowden Capital Advisors first reported a position in SUSA in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.76M in Q3 2020. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Snowden Capital Advisors held 6,017 shares of iShares ESG Optimized MSCI USA ETF worth $795K as of Q1 2026.
  • Snowden Capital Advisors sold 2,700 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $374K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q1 2026, its #597 holding.
  • Snowden Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2017 and has held it in 35 quarters since.
  • Snowden Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $4.76M in Q3 2020.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.