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

Spire 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 		$201K Hold
1,305
– – 0.01% 784
2026
Q1 		$172K Hold
1,305
– – 0.01% 831
2025
Q4 		$182K Hold
1,305
– – 0.01% 819
2025
Q3 		$177K Hold
1,305
– – 0.01% 816
2025
Q2 		$165K Sell
1,305
-538
-29% -$63.4K 0.01% 814
2025
Q1 		$212K Hold
1,843
– – 0.01% 813
2024
Q4 		$224K Hold
1,843
– – 0.01% 789
2024
Q3 		$222K Hold
1,843
– – 0.01% 706
2024
Q2 		$207K Sell
1,843
-150
-8% -$16.3K 0.01% 709
2024
Q1 		$218K Sell
1,993
-14
-0.7% -$1.46K ﹤0.01% 745
2023
Q4 		$204K Sell
2,007
-162
-7% -$15.1K 0.01% 757
2023
Q3 		$195K Hold
2,169
– – 0.01% 717
2023
Q2 		$203K Hold
2,169
– – 0.01% 716
2023
Q1 		$190K Buy
2,169
+130
+6% +$11.2K 0.01% 737
2022
Q4 		$168K Sell
2,039
-292
-13% -$24.1K 0.01% 597
2022
Q3 		$177K Sell
2,331
-1,685
-42% -$143K 0.01% 565
2022
Q2 		$324K Sell
4,016
-1,963
-33% -$172K 0.01% 607
2022
Q1 		$579K Buy
5,979
+117
+2% +$11.3K 0.02% 525
2021
Q4 		$623K Buy
5,862
+39
+0.7% +$4.01K 0.01% 615
2021
Q3 		$559K Hold
5,823
– – 0.01% 560
2021
Q2 		$556K Buy
5,823
+260
+5% +$24K 0.02% 578
2021
Q1 		$489K Buy
+5,563
New +$475K 0.01% 676

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

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

Spire Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,305 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #784.

Spire Wealth Management first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. The position peaked at $623K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Spire Wealth Management held 1,305 shares of iShares ESG Optimized MSCI USA ETF worth $201K as of Q2 2026.
  • Spire Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Spire Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $623K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.