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

TriaGen 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 Q2	$732K	Sell	4,742 -127	-3%	-$18.8K	0.18%	112
2026 Q1	$643K	Sell	4,869 -300	-6%	-$41.6K	0.18%	107
2025 Q4	$720K	Hold	5,169	–	–	0.19%	102
2025 Q3	$701K	Hold	5,169	–	–	0.18%	105
2025 Q2	$655K	Sell	5,169 -22	-0.4%	-$2.59K	0.2%	99
2025 Q1	$596K	Buy	5,191 +13	+0.3%	+$1.58K	0.21%	93
2024 Q4	$630K	Hold	5,178	–	–	0.21%	88
2024 Q3	$623K	Buy	5,178 +123	+2%	+$14.2K	0.21%	93
2024 Q2	$568K	Hold	5,055	–	–	0.22%	93
2024 Q1	$552K	Sell	5,055 -15	-0.3%	-$1.56K	0.23%	91
2023 Q4	$510K	Hold	5,070	–	–	0.24%	88
2023 Q3	$456K	Hold	5,070	–	–	0.23%	94
2023 Q2	$475K	Buy	5,070 +243	+5%	+$21.6K	0.22%	104
2023 Q1	$424K	Hold	4,827	–	–	0.21%	101
2022 Q4	$397K	Hold	4,827	–	–	0.22%	104
2022 Q3	$366K	Buy	4,827 +171	+4%	+$14.5K	0.2%	107
2022 Q2	$376K	Buy	4,656 +108	+2%	+$9.48K	0.27%	89
2022 Q1	$440K	Sell	4,548 -1,218	-21%	-$118K	0.23%	111
2021 Q4	$613K	Sell	5,766 -14	-0.2%	-$1.44K	0.3%	88
2021 Q3	$555K	Buy	5,780 +1	+0%	+$99	0.3%	91
2021 Q2	$568K	Buy	5,779 +70	+1%	+$6.47K	0.29%	94
2021 Q1	$501K	Hold	5,709	–	–	0.29%	96
2020 Q4	$470K	Buy	+5,709	New	+$446K	0.28%	102

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 29.18% 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

TriaGen Wealth Management's SUSA Position: Q2 2026 in Review

TriaGen Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.6% in Q2 2026, selling an estimated $18.8K and leaving 4,742 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #112.

TriaGen Wealth Management first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

TriaGen Wealth Management held 4,742 shares of iShares ESG Optimized MSCI USA ETF worth $732K as of Q2 2026.
TriaGen Wealth Management sold 127 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $18.8K.
iShares ESG Optimized MSCI USA ETF made up 0.18% of TriaGen Wealth Management's portfolio in Q2 2026, its #112 holding.
TriaGen Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.