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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
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
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 $4.86B AUM 22.78% 1-Year Est. Return

TFC Financial Management's SUSA Position: Q1 2026 in Review

TFC Financial Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 8,690 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #53.

TFC Financial Management first reported a position in SUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • TFC Financial Management held 8,690 shares of iShares ESG Optimized MSCI USA ETF worth $1.15M as of Q1 2026.
  • TFC Financial Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of TFC Financial Management's portfolio in Q1 2026, its #53 holding.
  • TFC Financial Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • TFC Financial Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.21M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.