Valley National Advisers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Valley National Advisers’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	$87K	Hold	564	–	–	0.01%	343
2026 Q1	$74K	Hold	564	–	–	0.01%	355
2025 Q4	$78K	Hold	564	–	–	0.01%	347
2025 Q3	$76K	Hold	564	–	–	0.01%	339
2025 Q2	$71K	Hold	564	–	–	0.01%	346
2025 Q1	$64K	Hold	564	–	–	0.01%	348
2024 Q4	$68K	Hold	564	–	–	0.01%	321
2024 Q3	$67K	Hold	564	–	–	0.01%	324
2024 Q2	$63K	Hold	564	–	–	0.01%	359
2024 Q1	$61K	Hold	564	–	–	0.01%	385
2023 Q4	$56K	Hold	564	–	–	0.01%	388
2023 Q3	$51K	Hold	564	–	–	0.01%	385
2023 Q2	$53K	Hold	564	–	–	0.01%	382
2023 Q1	$49K	Hold	564	–	–	0.01%	388
2022 Q4	$48K	Hold	564	–	–	0.01%	385
2022 Q3	$44K	Hold	564	–	–	0.01%	386
2022 Q2	$47K	Hold	564	–	–	0.01%	359
2022 Q1	$55K	Hold	564	–	–	0.01%	354
2021 Q4	$60K	Hold	564	–	–	0.01%	340
2021 Q3	$54K	Hold	564	–	–	0.01%	341
2021 Q2	$54K	Buy	+564	New	+$52.2K	0.01%	342

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 29.2% 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

Valley National Advisers's SUSA Position: Q2 2026 in Review

Valley National Advisers held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 564 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #343.

Valley National Advisers first reported a position in SUSA in Q2 2021 and has held it in 21 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Valley National Advisers held 564 shares of iShares ESG Optimized MSCI USA ETF worth $87K as of Q2 2026.
Valley National Advisers left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #343 holding.
Valley National Advisers first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.