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Wealth Alliance’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealth Alliance’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
2025
Q3 		– Sell
-3,270
Closed -$414K – 592
2025
Q2 		$414K Buy
3,270
+7
+0.2% +$825 0.05% 335
2025
Q1 		$375K Buy
3,263
+22
+0.7% +$2.67K 0.05% 342
2024
Q4 		$394K Sell
3,241
-48
-1% -$5.89K 0.05% 307
2024
Q3 		$396K Sell
3,289
-87
-3% -$10K 0.05% 328
2024
Q2 		$379K Sell
3,376
-1
-0% -$108 0.05% 318
2024
Q1 		$369K Sell
3,377
-3
-0.1% -$312 0.05% 344
2023
Q4 		$340K Buy
3,380
+1
+0% +$93 0.05% 347
2023
Q3 		$304K Sell
3,379
-83
-2% -$7.81K 0.05% 342
2023
Q2 		$324K Hold
3,462
– – 0.05% 354
2023
Q1 		$304K Sell
3,462
-725
-17% -$62.3K 0.05% 359
2022
Q4 		$345K Sell
4,187
-2,481
-37% -$204K 0.06% 309
2022
Q3 		$506K Buy
+6,668
New +$567K 0.1% 211

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Alliance's SUSA Position: Q3 2025 in Review

Wealth Alliance sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 3,270 shares — an estimated $414K sold.

Wealth Alliance first reported a position in SUSA in Q3 2022 and held it in 12 quarters. The position peaked at $506K in Q3 2022. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Wealth Alliance reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 3,270 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $414K.
  • Wealth Alliance first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and held it in 12 quarters.
  • Wealth Alliance's iShares ESG Optimized MSCI USA ETF position peaked at $506K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.