United Capital Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $287K | Buy |
1,858
+1
| +0.1% | +$148 | ﹤0.01% | 1386 |
|
|
2026
Q1 | $245K | Buy |
1,857
+94
| +5% | +$13K | ﹤0.01% | 1460 |
|
|
2025
Q4 | $246K | Buy |
+1,763
| New | +$243K | ﹤0.01% | 1250 |
|
|
2025
Q2 | – | Sell |
-2,143
| Closed | -$246K | – | 1128 |
|
|
2025
Q1 | $246K | Sell |
2,143
-1,423
| -40% | -$173K | ﹤0.01% | 949 |
|
|
2024
Q4 | $434K | Buy |
+3,566
| New | +$437K | ﹤0.01% | 775 |
|
|
2023
Q4 | – | Sell |
-13,174
| Closed | -$1.19M | – | 1122 |
|
|
2023
Q3 | $1.19M | Buy |
13,174
+350
| +3% | +$32.9K | 0.01% | 487 |
|
|
2023
Q2 | $1.2M | Hold |
12,824
| – | – | 0.01% | 516 |
|
|
2023
Q1 | $1.13M | Sell |
12,824
-253
| -2% | -$21.7K | 0.01% | 551 |
|
|
2022
Q4 | $1.08M | Hold |
13,077
| – | – | 0.01% | 593 |
|
|
2022
Q3 | $993K | Sell |
13,077
-395
| -3% | -$33.6K | 0.01% | 612 |
|
|
2022
Q2 | $1.09M | Buy |
13,472
+50
| +0.4% | +$4.39K | 0.01% | 626 |
|
|
2022
Q1 | $1.3M | Sell |
13,422
-1,367
| -9% | -$132K | 0.01% | 614 |
|
|
2021
Q4 | $1.57M | Sell |
14,789
-245
| -2% | -$25.2K | 0.01% | 587 |
|
|
2021
Q3 | $1.44M | Buy |
15,034
+1
| +0% | +$99 | 0.01% | 589 |
|
|
2021
Q2 | $1.44M | Sell |
15,033
-5,406
| -26% | -$500K | 0.01% | 613 |
|
|
2021
Q1 | $1.79M | Buy |
20,439
+44
| +0.2% | +$3.75K | 0.01% | 528 |
|
|
2020
Q4 | $1.68M | Buy |
20,395
+151
| +0.7% | +$11.8K | 0.01% | 544 |
|
|
2020
Q3 | $1.49M | Sell |
20,244
-368
| -2% | -$26.6K | 0.01% | 568 |
|
|
2020
Q2 | $1.38M | Buy |
20,612
+2
| +0% | +$125 | 0.01% | 586 |
|
|
2020
Q1 | $1.13M | Buy |
20,610
+1,384
| +7% | +$88.7K | 0.01% | 605 |
|
|
2019
Q4 | $1.29M | Buy |
19,226
+4,462
| +30% | +$285K | 0.01% | 694 |
|
|
2019
Q3 | $912K | Buy |
14,764
+1,308
| +10% | +$80.1K | 0.01% | 776 |
|
|
2019
Q2 | $820K | Sell |
13,456
-666
| -5% | -$39.8K | 0.01% | 876 |
|
|
2019
Q1 | $835K | Buy |
14,122
+150
| +1% | +$8.45K | 0.01% | 824 |
|
|
2018
Q4 | $721K | Buy |
13,972
+370
| +3% | +$20.5K | 0.01% | 798 |
|
|
2018
Q3 | $812K | Hold |
13,602
| – | – | 0.01% | 836 |
|
|
2018
Q2 | $767K | Buy |
13,602
+86
| +0.6% | +$4.84K | 0.01% | 833 |
|
|
2018
Q1 | $749K | Sell |
13,516
-3,066
| -18% | -$174K | 0.01% | 845 |
|
|
2017
Q4 | $921K | Buy |
16,582
+90
| +0.5% | +$4.88K | 0.01% | 801 |
|
|
2017
Q3 | $862K | Buy |
16,492
+14
| +0.1% | +$725 | 0.01% | 815 |
|
|
2017
Q2 | $843K | Buy |
16,478
+92
| +0.6% | +$4.63K | 0.01% | 810 |
|
|
2017
Q1 | $805K | Buy |
16,386
+12
| +0.1% | +$576 | 0.01% | 804 |
|
|
2016
Q4 | $753K | Buy |
16,374
+32
| +0.2% | +$1.45K | 0.01% | 820 |
|
|
2016
Q3 | $743K | Hold |
16,342
| – | – | 0.01% | 857 |
|
|
2016
Q2 | $703K | Buy |
16,342
+4,342
| +36% | +$186K | 0.01% | 833 |
|
|
2016
Q1 | $511K | Hold |
12,000
| – | – | 0.01% | 877 |
|
|
2015
Q4 | $500K | Buy |
12,000
+2,000
| +20% | +$84K | 0.01% | 886 |
|
|
2015
Q3 | $394K | Hold |
10,000
| – | – | ﹤0.01% | 969 |
|
|
2015
Q2 | $426K | Hold |
10,000
| – | – | ﹤0.01% | 967 |
|
|
2015
Q1 | $431K | Buy |
+10,000
| New | +$429K | 0.01% | 950 |
|
Other funds holding SUSA
ST
IAS
United Capital Financial Advisors's SUSA Position: Q2 2026 in Review
United Capital Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.05% in Q2 2026, buying an estimated $148 and bringing the position to 1,858 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.
United Capital Financial Advisors first reported a position in SUSA in Q1 2015 and has held it in 40 quarters since. The position peaked at $1.79M in Q1 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- United Capital Financial Advisors held 1,858 shares of iShares ESG Optimized MSCI USA ETF worth $287K as of Q2 2026.
- United Capital Financial Advisors bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
- iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1386 holding.
- United Capital Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2015 and has held it in 40 quarters since.
- United Capital Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.79M in Q1 2021.
- 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.