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Tanglewood Legacy Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tanglewood Legacy 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
Q1 		$13.7K Hold
104
– – 0.01% 215
2025
Q4 		$14.5K Hold
104
– – 0.01% 216
2025
Q3 		$14.1K Hold
104
– – 0.01% 226
2025
Q2 		$13.2K Hold
104
– – 0.01% 235
2025
Q1 		$11.9K Hold
104
– – 0.01% 244
2024
Q4 		$12.6K Hold
104
– – 0.01% 241
2024
Q3 		$12.5K Hold
104
– – 0.01% 228
2024
Q2 		$11.7K Hold
104
– – 0.01% 233
2024
Q1 		$11.4K Hold
104
– – 0.01% 244
2023
Q4 		$10.5K Hold
104
– – 0.01% 241
2023
Q3 		$9.36K Hold
104
– – 0.01% 248
2023
Q2 		$9.74K Hold
104
– – 0.01% 245
2023
Q1 		$9.13K Hold
104
– – 0.01% 244
2022
Q4 		$8.56K Buy
+104
New +$8.57K 0.01% 213

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

Tanglewood Legacy Advisors's SUSA Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 104 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #215.

Tanglewood Legacy Advisors first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.5K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Tanglewood Legacy Advisors held 104 shares of iShares ESG Optimized MSCI USA ETF worth $13.7K as of Q1 2026.
  • Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors's portfolio in Q1 2026, its #215 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $14.5K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.