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Strategic Wealth Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Strategic Wealth Investment 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
Q2 		$212K Buy
+1,374
New +$203K 0.03% 102
2025
Q1 		– Sell
-1,883
Closed -$229K – 105
2024
Q4 		$229K Sell
1,883
-656
-26% -$80.5K 0.03% 126
2024
Q3 		$302K Hold
2,539
– – 0.03% 108
2024
Q2 		$285K Buy
+2,539
New +$275K 0.04% 109
2023
Q4 		$284K Buy
2,824
+204
+8% +$19K 0.04% 107
2023
Q3 		$236K Hold
2,620
– – 0.04% 92
2023
Q2 		$245K Sell
2,620
-955
-27% -$84.8K 0.04% 106
2023
Q1 		$314K Buy
3,575
+346
+11% +$29.7K 0.06% 103
2022
Q4 		$273K Sell
3,229
-248
-7% -$20.4K 0.06% 100
2022
Q3 		$264K Buy
+3,477
New +$296K 0.08% 86

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 29.18% 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 Wealth Investment Group's SUSA Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,374 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in SUSA as recently as Q4 2024.

Strategic Wealth Investment Group first reported a position in SUSA in Q3 2022 and has held it in 10 quarters since. The position peaked at $314K in Q1 2023. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Strategic Wealth Investment Group held 1,374 shares of iShares ESG Optimized MSCI USA ETF worth $212K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Strategic Wealth Investment Group position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #102 holding.
  • Strategic Wealth Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 10 quarters since.
  • Strategic Wealth Investment Group's iShares ESG Optimized MSCI USA ETF position peaked at $314K in Q1 2023.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.