Wealthspire Advisors (New York)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealthspire Advisors (New York)’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	$1.24M	Hold	8,051	–	–	0.01%	517
2026 Q1	$1.06M	Buy	8,051 +875	+12%	+$121K	0.01%	400
2025 Q4	$1,000K	Hold	7,176	–	–	0.01%	426
2025 Q3	$973K	Sell	7,176 -430	-6%	-$56.2K	0.01%	399
2025 Q2	$964K	Hold	7,606	–	–	0.01%	393
2025 Q1	$874K	Hold	7,606	–	–	0.01%	401
2024 Q4	$925K	Sell	7,606 -265	-3%	-$32.5K	0.01%	383
2024 Q3	$947K	Sell	7,871 -11,442	-59%	-$1.32M	0.01%	379
2024 Q2	$2.17M	Sell	19,313 -44	-0.2%	-$4.77K	0.03%	196
2024 Q1	$2.11M	Sell	19,357 -23	-0.1%	-$2.4K	0.03%	191
2023 Q4	$1.95M	Sell	19,380 -34	-0.2%	-$3.17K	0.03%	199
2023 Q3	$1.75M	Sell	19,414 -50	-0.3%	-$4.71K	0.03%	184
2023 Q2	$1.82M	Hold	19,464	–	–	0.03%	162
2023 Q1	$1.71M	Hold	19,464	–	–	0.03%	170
2022 Q4	$1.6M	Buy	19,464 +23	+0.1%	+$1.89K	0.03%	183
2022 Q3	$1.48M	Buy	+19,441	New	+$1.65M	0.03%	176

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

Wealthspire Advisors (New York)'s SUSA Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 8,051 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #517.

Wealthspire Advisors (New York) first reported a position in SUSA in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q2 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Wealthspire Advisors (New York) held 8,051 shares of iShares ESG Optimized MSCI USA ETF worth $1.24M as of Q2 2026.
Wealthspire Advisors (New York) left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #517 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Optimized MSCI USA ETF position peaked at $2.17M in Q2 2024.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.