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Walkner Condon Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Walkner Condon Financial 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 		$817K Buy
5,296
+1
+0% +$148 0.09% 142
2026
Q1 		$700K Sell
5,295
-104
-2% -$14.4K 0.09% 142
2025
Q4 		$752K Buy
5,399
+1
+0% +$138 0.1% 137
2025
Q3 		$732K Buy
5,398
+1
+0% +$131 0.12% 132
2025
Q2 		$684K Buy
5,397
+48
+0.9% +$5.66K 0.13% 127
2025
Q1 		$614K Hold
5,349
– – 0.12% 129
2024
Q4 		$650K Sell
5,349
-7
-0.1% -$859 0.13% 130
2024
Q3 		$645K Sell
5,356
-12
-0.2% -$1.38K 0.13% 130
2024
Q2 		$603K Sell
5,368
-21
-0.4% -$2.28K 0.13% 126
2024
Q1 		$588K Sell
5,389
-32
-0.6% -$3.33K 0.12% 136
2023
Q4 		$545K Hold
5,421
– – 0.12% 138
2023
Q3 		$488K Sell
5,421
-36
-0.7% -$3.39K 0.13% 136
2023
Q2 		$511K Hold
5,457
– – 0.14% 132
2023
Q1 		$479K Buy
5,457
+23
+0.4% +$1.98K 0.13% 137
2022
Q4 		$447K Hold
5,434
– – 0.13% 136
2022
Q3 		$412K Hold
5,434
– – 0.13% 135
2022
Q2 		$438K Sell
5,434
-50
-0.9% -$4.39K 0.14% 133
2022
Q1 		$531K Buy
+5,484
New +$531K 0.15% 126
2021
Q3 		– Sell
-5,522
Closed -$528K – 175
2021
Q2 		$528K Sell
5,522
-40
-0.7% -$3.7K 0.19% 93
2021
Q1 		$488K Hold
5,562
– – 0.19% 100
2020
Q4 		$458K Hold
5,562
– – 0.2% 87
2020
Q3 		$409K Sell
5,562
-58
-1% -$4.19K 0.22% 79
2020
Q2 		$376K Hold
5,620
– – 0.33% 39
2020
Q1 		$308K Hold
5,620
– – 0.33% 43
2019
Q4 		$377K Buy
+5,620
New +$359K 0.36% 45

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walkner Condon Financial Advisors's SUSA Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.02% in Q2 2026, buying an estimated $148 and bringing the position to 5,296 shares worth $817K. The position accounts for 0.09% of the portfolio, ranked #142.

Walkner Condon Financial Advisors first reported a position in SUSA in Q4 2019 and has held it in 25 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Walkner Condon Financial Advisors held 5,296 shares of iShares ESG Optimized MSCI USA ETF worth $817K as of Q2 2026.
  • Walkner Condon 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 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.