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

Summit Financial’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 		$230K Sell
1,743
-1
-0.1% -$139 ﹤0.01% 1298
2025
Q4 		$243K Buy
1,744
+4
+0.2% +$552 ﹤0.01% 1167
2025
Q3 		$236K Buy
1,740
+108
+7% +$14.1K ﹤0.01% 1151
2025
Q2 		$207K Buy
+1,632
New +$192K ﹤0.01% 777

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

Summit Financial's SUSA Position: Q1 2026 in Review

Summit Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.06% in Q1 2026, selling an estimated $139 and leaving 1,743 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Summit Financial first reported a position in SUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $243K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Summit Financial held 1,743 shares of iShares ESG Optimized MSCI USA ETF worth $230K as of Q1 2026.
  • Summit Financial sold 1 iShares ESG Optimized MSCI USA ETF share in Q1 2026, an estimated $139.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1298 holding.
  • Summit Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares ESG Optimized MSCI USA ETF position peaked at $243K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.