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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s SUSA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 12% in Q1 2026, buying an estimated $121K and bringing the position to 8,051 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #400.

Wealthspire Advisors (New York) first reported a position in SUSA in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q2 2024. 518 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Wealthspire Advisors (New York) held 8,051 shares of iShares ESG Optimized MSCI USA ETF worth $1.06M as of Q1 2026.
Wealthspire Advisors (New York) bought 875 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $121K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #400 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Optimized MSCI USA ETF position peaked at $2.17M in Q2 2024.
518 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.