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Ulland Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ulland Investment 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
Q2 		$402K Sell
2,605
-1,250
-32% -$185K 0.3% 56
2026
Q1 		$509K Hold
3,855
– – 0.44% 42
2025
Q4 		$537K Sell
3,855
-25
-0.6% -$3.45K 0.43% 41
2025
Q3 		$526K Hold
3,880
– – 0.4% 41
2025
Q2 		$492K Hold
3,880
– – 0.38% 41
2025
Q1 		$446K Sell
3,880
-5,000
-56% -$606K 0.37% 43
2024
Q4 		$1.08M Hold
8,880
– – 0.69% 26
2024
Q3 		$1.07M Hold
8,880
– – 0.78% 27
2024
Q2 		$998K Hold
8,880
– – 0.69% 28
2024
Q1 		$969K Hold
8,880
– – 0.77% 29
2023
Q4 		$893K Hold
8,880
– – 0.9% 25
2023
Q3 		$799K Hold
8,880
– – 0.88% 28
2023
Q2 		$832K Hold
8,880
– – 0.85% 28
2023
Q1 		$779K Hold
8,880
– – 0.92% 28
2022
Q4 		$731K Sell
8,880
-1,525
-15% -$126K 0.87% 30
2022
Q3 		$790K Sell
10,405
-250
-2% -$21.3K 0.86% 31
2022
Q2 		$860K Hold
10,655
– – 0.88% 30
2022
Q1 		$1.03M Hold
10,655
– – 0.77% 33
2021
Q4 		$1.13M Buy
+10,655
New +$1.1M 0.72% 31

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $187M AUM 21.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ulland Investment Advisors's SUSA Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 32% in Q2 2026, selling an estimated $185K and leaving 2,605 shares worth $402K. The position accounts for 0.3% of the portfolio, ranked #56.

Ulland Investment Advisors first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q4 2021. 303 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Ulland Investment Advisors held 2,605 shares of iShares ESG Optimized MSCI USA ETF worth $402K as of Q2 2026.
  • Ulland Investment Advisors sold 1,250 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $185K.
  • iShares ESG Optimized MSCI USA ETF made up 0.3% of Ulland Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Ulland Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.13M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.