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

TFC Financial Management’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	$1.32M	Sell	8,523 -167	-2%	-$24.7K	0.15%	48
2026 Q1	$1.15M	Hold	8,690	–	–	0.14%	53
2025 Q4	$1.21M	Hold	8,690	–	–	0.15%	47
2025 Q3	$1.18M	Hold	8,690	–	–	0.15%	49
2025 Q2	$1.1M	Buy	+8,690	New	+$1.02M	0.15%	46

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFC Financial Management's SUSA Position: Q2 2026 in Review

TFC Financial Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.9% in Q2 2026, selling an estimated $24.7K and leaving 8,523 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #48.

TFC Financial Management first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

TFC Financial Management held 8,523 shares of iShares ESG Optimized MSCI USA ETF worth $1.32M as of Q2 2026.
TFC Financial Management sold 167 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $24.7K.
iShares ESG Optimized MSCI USA ETF made up 0.15% of TFC Financial Management's portfolio in Q2 2026, its #48 holding.
TFC Financial Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.