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Sunbelt Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sunbelt Securities’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 		$10.2K Hold
77
– – ﹤0.01% 1497
2025
Q4 		$10.7K Buy
77
+4
+5% +$552 ﹤0.01% 1421
2025
Q3 		$9.9K Sell
73
-1,641
-96% -$214K ﹤0.01% 1448
2025
Q2 		$208K Buy
1,714
+1,649
+2,537% +$194K 0.02% 573
2025
Q1 		$7.47K Sell
65
-1,649
-96% -$200K ﹤0.01% 1328
2024
Q4 		$209K Sell
1,714
-4
-0.2% -$491 0.02% 572
2024
Q3 		$207K Sell
1,718
-21
-1% -$2.42K 0.02% 581
2024
Q2 		$195K Sell
1,739
-20
-1% -$2.17K 0.02% 557
2024
Q1 		$192K Sell
1,759
-59
-3% -$6.14K 0.02% 546
2023
Q4 		$183K Sell
1,818
-74
-4% -$6.9K 0.02% 515
2023
Q3 		$170K Sell
1,892
-134
-7% -$12.6K 0.02% 519
2023
Q2 		$190K Sell
2,026
-119
-6% -$10.6K 0.03% 472
2023
Q1 		$185K Buy
+2,145
New +$184K 0.03% 451
2022
Q2 		– Sell
-2,453
Closed -$241K – 482
2022
Q1 		$241K Buy
2,453
+20
+0.8% +$1.94K 0.04% 403
2021
Q4 		$238K Sell
2,433
-710
-23% -$73K 0.04% 413
2021
Q3 		$302K Hold
3,143
– – 0.05% 346
2021
Q2 		$302K Buy
+3,143
New +$291K 0.05% 346

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Sunbelt Securities's SUSA Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 77 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Sunbelt Securities first reported a position in SUSA in Q2 2021 and has held it in 17 quarters since. The position peaked at $302K in Q3 2021. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Sunbelt Securities held 77 shares of iShares ESG Optimized MSCI USA ETF worth $10.2K as of Q1 2026.
  • Sunbelt Securities left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1497 holding.
  • Sunbelt Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 17 quarters since.
  • Sunbelt Securities's iShares ESG Optimized MSCI USA ETF position peaked at $302K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.