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Sound View Wealth Advisors Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sound View Wealth Advisors Group’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 		$466K Hold
3,530
– – 0.03% 276
2025
Q4 		$492K Buy
3,530
+1
+0% +$138 0.03% 272
2025
Q3 		$479K Sell
3,529
-198
-5% -$25.9K 0.03% 273
2025
Q2 		$472K Sell
3,727
-137
-4% -$16.2K 0.03% 275
2025
Q1 		$444K Sell
3,864
-20
-0.5% -$2.42K 0.04% 273
2024
Q4 		$472K Buy
3,884
+396
+11% +$48.6K 0.04% 268
2024
Q3 		$420K Sell
3,488
-1,948
-36% -$225K 0.03% 284
2024
Q2 		$611K Sell
5,436
-395
-7% -$42.8K 0.06% 216
2024
Q1 		$637K Sell
5,831
-19
-0.3% -$1.98K 0.07% 215
2023
Q4 		$588K Buy
5,850
+25
+0.4% +$2.33K 0.06% 218
2023
Q3 		$524K Hold
5,825
– – 0.07% 212
2023
Q2 		$545K Sell
5,825
-350
-6% -$31.1K 0.07% 212
2023
Q1 		$542K Buy
6,175
+325
+6% +$27.9K 0.07% 205
2022
Q4 		$588K Sell
5,850
-11
-0.2% -$906 0.06% 218
2022
Q3 		$445K Hold
5,861
– – 0.1% 176
2022
Q2 		$473K Hold
5,861
– – 0.1% 174
2022
Q1 		$568K Buy
5,861
+879
+18% +$85.2K 0.11% 162
2021
Q4 		$529K Buy
4,982
+662
+15% +$68K 0.1% 177
2021
Q3 		$415K Buy
4,320
+350
+9% +$34.6K 0.09% 191
2021
Q2 		$379K Buy
3,970
+596
+18% +$55.1K 0.08% 202
2021
Q1 		$296K Buy
3,374
+134
+4% +$11.4K 0.07% 222
2020
Q4 		$267K Buy
3,240
+84
+3% +$6.57K 0.07% 218
2020
Q3 		$232K Buy
3,156
+34
+1% +$2.46K 0.06% 227
2020
Q2 		$209K Buy
+3,122
New +$195K 0.06% 228

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

Sound View Wealth Advisors Group's SUSA Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 3,530 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #276.

Sound View Wealth Advisors Group first reported a position in SUSA in Q2 2020 and has held it in 24 quarters since. The position peaked at $637K in Q1 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,530 shares of iShares ESG Optimized MSCI USA ETF worth $466K as of Q1 2026.
  • Sound View Wealth Advisors Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #276 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares ESG Optimized MSCI USA ETF position peaked at $637K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.