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

Strategic Wealth Partners’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 		$143 Hold
1
– – ﹤0.01% 1381
2026
Q1 		$122 Hold
1
– – ﹤0.01% 1399
2025
Q4 		$128 Sell
1
-24
-96% -$3.31K ﹤0.01% 1389
2025
Q3 		$3.38K Buy
+25
New +$3.27K ﹤0.01% 1105

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 Wealth Partners's SUSA Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Strategic Wealth Partners first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.38K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Strategic Wealth Partners held 1 share of iShares ESG Optimized MSCI USA ETF worth $143 as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1381 holding.
  • Strategic Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $3.38K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.