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Talisman Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Talisman Wealth Advisors’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 		$675K Buy
+4,590
New +$678K 0.5% 43
2024
Q4 		– Sell
-1,758
Closed -$211K – 112
2024
Q3 		$211K Buy
+1,758
New +$203K 0.22% 104

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

Talisman Wealth Advisors's SUSA Position: Q2 2026 in Review

Talisman Wealth Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 4,590 shares worth $675K. The stake represents 0.5% of the portfolio and ranks #43 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in SUSA as recently as Q3 2024.

Talisman Wealth Advisors first reported a position in SUSA in Q3 2024 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Talisman Wealth Advisors held 4,590 shares of iShares ESG Optimized MSCI USA ETF worth $675K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Talisman Wealth Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.5% of Talisman Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Talisman Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.