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Tradition Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tradition Wealth 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 		$416K Sell
3,148
-19
-0.6% -$2.63K 0.03% 319
2025
Q4 		$441K Buy
3,167
+4
+0.1% +$552 0.03% 305
2025
Q3 		$429K Buy
3,163
+1
+0% +$131 0.03% 314
2025
Q2 		$401K Sell
3,162
-26
-0.8% -$3.07K 0.03% 302
2025
Q1 		$366K Buy
3,188
+327
+11% +$39.6K 0.03% 304
2024
Q4 		$348K Sell
2,861
-454
-14% -$55.7K 0.03% 303
2024
Q3 		$399K Sell
3,315
-30
-0.9% -$3.46K 0.04% 275
2024
Q2 		$376K Sell
3,345
-248
-7% -$26.9K 0.04% 278
2024
Q1 		$392K Sell
3,593
-280
-7% -$29.2K 0.04% 258
2023
Q4 		$389K Buy
3,873
+21
+0.5% +$1.96K 0.04% 239
2023
Q3 		$347K Buy
3,852
+19
+0.5% +$1.79K 0.04% 228
2023
Q2 		$359K Sell
3,833
-1,153
-23% -$102K 0.04% 225
2023
Q1 		$438K Buy
4,986
+319
+7% +$27.4K 0.05% 190
2022
Q4 		$384K Buy
4,667
+254
+6% +$20.9K 0.05% 198
2022
Q3 		$335K Buy
4,413
+103
+2% +$8.76K 0.05% 196
2022
Q2 		$348K Buy
4,310
+132
+3% +$11.6K 0.05% 196
2022
Q1 		$405K Buy
4,178
+683
+20% +$66.2K 0.05% 213
2021
Q4 		$371K Buy
3,495
+2,772
+383% +$285K 0.05% 218
2021
Q3 		$69K Buy
723
+137
+23% +$13.5K 0.01% 431
2021
Q2 		$56K Buy
586
+454
+344% +$42K 0.01% 501
2021
Q1 		$12K Hold
132
– – ﹤0.01% 750
2020
Q4 		$11K Buy
+132
New +$10.3K ﹤0.01% 716

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

Tradition Wealth Management's SUSA Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.6% in Q1 2026, selling an estimated $2.63K and leaving 3,148 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #319.

Tradition Wealth Management first reported a position in SUSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $441K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Tradition Wealth Management held 3,148 shares of iShares ESG Optimized MSCI USA ETF worth $416K as of Q1 2026.
  • Tradition Wealth Management sold 19 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $2.63K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #319 holding.
  • Tradition Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $441K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.