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Strategic Financial Concepts’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Strategic Financial Concepts’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 		– Sell
-2,000
Closed -$264K – 313
2026
Q1 		$264K Hold
2,000
– – 0.07% 236
2025
Q4 		$279K Buy
+2,000
New +$276K 0.25% 88
2024
Q3 		– Sell
-35,495
Closed -$314 – 678
2024
Q2 		$314 Buy
+35,495
New +$3.85M ﹤0.01% 677

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

Strategic Financial Concepts's SUSA Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 2,000 shares — an estimated $264K sold.

Strategic Financial Concepts first reported a position in SUSA in Q2 2024 and held it in 3 quarters. The position peaked at $279K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,000 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $264K.
  • Strategic Financial Concepts first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's iShares ESG Optimized MSCI USA ETF position peaked at $279K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.