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

Wealth Preservation 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
Q1 		– Sell
-114
Closed -$15.9K – 1178
2025
Q4 		$15.9K Hold
114
– – 0.01% 272
2025
Q3 		$15.5K Hold
114
– – 0.01% 268
2025
Q2 		$14.4K Sell
114
-94
-45% -$11.1K 0.01% 276
2025
Q1 		$23.9K Buy
+208
New +$25.2K 0.02% 245

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Preservation Advisors's SUSA Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 114 shares — an estimated $15.9K sold.

Wealth Preservation Advisors first reported a position in SUSA in Q1 2025 and held it in 4 quarters. The position peaked at $23.9K in Q1 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 114 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $15.9K.
  • Wealth Preservation Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $23.9K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.