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

VestGen 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	$299K	Hold	1,938	–	–	0.01%	851
2026 Q1	$290K	Sell	1,938 -286	-13%	-$39.7K	0.01%	856
2025 Q4	$310K	Sell	2,224 -8,342	-79%	-$1.15M	0.01%	589
2025 Q3	$1.43M	Buy	10,566 +17	+0.2%	+$2.22K	0.05%	310
2025 Q2	$1.36M	Sell	10,549 -627	-6%	-$73.9K	0.05%	277
2025 Q1	$1.28M	Buy	+11,176	New	+$1.35M	0.06%	274

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

VestGen Advisors's SUSA Position: Q2 2026 in Review

VestGen Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,938 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #851.

VestGen Advisors first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

VestGen Advisors held 1,938 shares of iShares ESG Optimized MSCI USA ETF worth $299K as of Q2 2026.
VestGen Advisors 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 VestGen Advisors's portfolio in Q2 2026, its #851 holding.
VestGen Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.43M in Q3 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.