Weaver Consulting Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Weaver Consulting Group’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	$568K	Hold	3,682	–	–	0.12%	157
2026 Q1	$486K	Hold	3,682	–	–	0.12%	149
2025 Q4	$513K	Hold	3,682	–	–	0.13%	143
2025 Q3	$499K	Hold	3,682	–	–	0.13%	139
2025 Q2	$467K	Hold	3,682	–	–	0.13%	134
2025 Q1	$423K	Hold	3,682	–	–	0.13%	136
2024 Q4	$448K	Hold	3,682	–	–	0.14%	122
2024 Q3	$443K	Hold	3,682	–	–	0.14%	121
2024 Q2	$414K	Hold	3,682	–	–	0.14%	120
2024 Q1	$402K	Hold	3,682	–	–	0.15%	124
2023 Q4	$370K	Hold	3,682	–	–	0.15%	120
2023 Q3	$331K	Hold	3,682	–	–	0.15%	124
2023 Q2	$345K	Hold	3,682	–	–	0.15%	118
2023 Q1	$323K	Hold	3,682	–	–	0.15%	130
2022 Q4	$303K	Hold	3,682	–	–	0.15%	130
2022 Q3	$280K	Hold	3,682	–	–	0.16%	126
2022 Q2	$297K	Buy	3,682 +182	+5%	+$16K	0.17%	123
2022 Q1	$339K	Hold	3,500	–	–	0.16%	121
2021 Q4	$372K	Hold	3,500	–	–	0.18%	106
2021 Q3	$336K	Hold	3,500	–	–	0.18%	103
2021 Q2	$334K	Hold	3,500	–	–	0.19%	104
2021 Q1	$307K	Hold	3,500	–	–	0.19%	98
2020 Q4	$288K	Hold	3,500	–	–	0.18%	101
2020 Q3	$257K	Hold	3,500	–	–	0.15%	101
2020 Q2	$234K	Hold	3,500	–	–	0.14%	106
2020 Q1	$192K	Hold	3,500	–	–	0.13%	109
2019 Q4	$216K	Hold	3,500	–	–	0.12%	107
2019 Q3	$219K	Hold	3,500	–	–	0.12%	98
2019 Q2	$213K	Hold	3,500	–	–	0.12%	97
2019 Q1	$210K	Buy	+3,500	New	+$197K	0.06%	214

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 29.2% 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

Weaver Consulting Group's SUSA Position: Q2 2026 in Review

Weaver Consulting Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 3,682 shares worth $568K. The position accounts for 0.12% of the portfolio, ranked #157.

Weaver Consulting Group first reported a position in SUSA in Q1 2019 and has held it in 30 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Weaver Consulting Group held 3,682 shares of iShares ESG Optimized MSCI USA ETF worth $568K as of Q2 2026.
Weaver Consulting Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.12% of Weaver Consulting Group's portfolio in Q2 2026, its #157 holding.
Weaver Consulting Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 30 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.