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

Waverly 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	$1.08M	Buy	7,028 +152	+2%	+$22.4K	0.01%	861
2026 Q1	$908K	Sell	6,876 -2,969	-30%	-$412K	0.01%	859
2025 Q4	$1.37M	Buy	9,845 +3,969	+68%	+$548K	0.01%	676
2025 Q3	$797K	Sell	5,876 -328	-5%	-$42.8K	0.01%	700
2025 Q2	$786K	Sell	6,204 -500	-7%	-$59K	0.01%	676
2025 Q1	$770K	Buy	6,704 +1,500	+29%	+$182K	0.01%	665
2024 Q4	$633K	Buy	5,204 +724	+16%	+$88.8K	0.01%	623
2024 Q3	$539K	Sell	4,480 -250	-5%	-$28.8K	0.01%	568
2024 Q2	$532K	Buy	+4,730	New	+$513K	0.01%	570

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 29.18% 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

Waverly Advisors's SUSA Position: Q2 2026 in Review

Waverly Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 7,028 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #861.

Waverly Advisors first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Waverly Advisors held 7,028 shares of iShares ESG Optimized MSCI USA ETF worth $1.08M as of Q2 2026.
Waverly Advisors bought 152 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $22.4K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #861 holding.
Waverly Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.37M in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.