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SOA Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SOA Wealth 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
Q2 		$1.53M Hold
9,939
– – 0.26% 67
2026
Q1 		$1.31M Sell
9,939
-140
-1% -$19.4K 0.25% 69
2025
Q4 		$1.4M Hold
10,079
– – 0.24% 69
2025
Q3 		$1.37M Sell
10,079
-18
-0.2% -$2.35K 0.23% 71
2025
Q2 		$1.28M Sell
10,097
-2,988
-23% -$352K 0.24% 67
2025
Q1 		$1.5M Sell
13,085
-38,469
-75% -$4.66M 0.31% 56
2024
Q4 		$6.27M Sell
51,554
-8,694
-14% -$1.07M 1.15% 20
2024
Q3 		$7.25M Sell
60,248
-4,219
-7% -$487K 1.38% 16
2024
Q2 		$7.24M Sell
64,467
-9,300
-13% -$1.01M 1.46% 15
2024
Q1 		$8.05M Sell
73,767
-2,005
-3% -$209K 1.67% 14
2023
Q4 		$7.62M Sell
75,772
-872
-1% -$81.4K 1.7% 13
2023
Q3 		$6.9M Buy
76,644
+1,332
+2% +$125K 1.71% 13
2023
Q2 		$7.05M Sell
75,312
-5,304
-7% -$471K 1.65% 14
2023
Q1 		$7.08M Sell
80,616
-446
-0.6% -$38.3K 1.74% 13
2022
Q4 		$6.67M Buy
81,062
+27,089
+50% +$2.23M 1.8% 13
2022
Q3 		$4.1M Buy
53,973
+4,686
+10% +$399K 1.23% 21
2022
Q2 		$3.98M Buy
49,287
+14,564
+42% +$1.28M 1.17% 23
2022
Q1 		$3.36M Sell
34,723
-402
-1% -$39K 0.82% 32
2021
Q4 		$3.74M Buy
35,125
+10,963
+45% +$1.13M 0.91% 30
2021
Q3 		$2.32M Buy
24,162
+4,187
+21% +$414K 0.59% 44
2021
Q2 		$1.91M Buy
19,975
+14,138
+242% +$1.31M 0.49% 49
2021
Q1 		$512K Buy
5,837
+5,612
+2,494% +$479K 0.14% 93
2020
Q4 		$19K Buy
+225
New +$17.6K 0.01% 418

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

SOA Wealth Advisors's SUSA Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 9,939 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #67.

SOA Wealth Advisors first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.05M in Q1 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SOA Wealth Advisors held 9,939 shares of iShares ESG Optimized MSCI USA ETF worth $1.53M as of Q2 2026.
  • SOA Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.26% of SOA Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • SOA Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $8.05M in Q1 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.