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WealthShield Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WealthShield Partners’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 		– Sell
-5,590
Closed -$738K – 581
2026
Q1 		$738K Sell
5,590
-810
-13% -$112K 0.08% 212
2025
Q4 		$892K Sell
6,400
-245
-4% -$33.8K 0.1% 191
2025
Q3 		$901K Sell
6,645
-380
-5% -$49.6K 0.1% 184
2025
Q2 		$890K Sell
7,025
-295
-4% -$34.8K 0.11% 183
2025
Q1 		$841K Sell
7,320
-26
-0.4% -$3.15K 0.11% 179
2024
Q4 		$893K Sell
7,346
-540
-7% -$66.2K 0.13% 161
2024
Q3 		$949K Sell
7,886
-90
-1% -$10.4K 0.13% 161
2024
Q2 		$896K Sell
7,976
-420
-5% -$45.5K 0.14% 158
2024
Q1 		$917K Sell
8,396
-51
-0.6% -$5.31K 0.15% 149
2023
Q4 		$849K Sell
8,447
-56
-0.7% -$5.22K 0.14% 155
2023
Q3 		$768K Sell
8,503
-170
-2% -$16K 0.12% 174
2023
Q2 		$812K Sell
8,673
-60
-0.7% -$5.33K 0.12% 168
2023
Q1 		$766K Buy
8,733
+118
+1% +$10.1K 0.12% 172
2022
Q4 		$709K Buy
8,615
+170
+2% +$14K 0.14% 169
2022
Q3 		$641K Sell
8,445
-315
-4% -$26.8K 0.13% 174
2022
Q2 		$707K Buy
8,760
+115
+1% +$10.1K 0.14% 170
2022
Q1 		$837K Buy
+8,645
New +$838K 0.13% 171
2020
Q4 		– Sell
-172
Closed -$13K – 413
2020
Q3 		$13K Hold
172
– – ﹤0.01% 343
2020
Q2 		$12K Sell
172
-10
-5% -$626 0.01% 291
2020
Q1 		$10K Buy
+182
New +$11.7K 0.01% 224

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

WealthShield Partners's SUSA Position: Q2 2026 in Review

WealthShield Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 5,590 shares — an estimated $738K sold.

WealthShield Partners first reported a position in SUSA in Q1 2020 and held it in 20 quarters. The position peaked at $949K in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • WealthShield Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 5,590 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $738K.
  • WealthShield Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and held it in 20 quarters.
  • WealthShield Partners's iShares ESG Optimized MSCI USA ETF position peaked at $949K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.