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Wescott Financial Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wescott Financial Advisory 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
Q1 		$2.1M Sell
15,892
-77
-0.5% -$10.7K 0.18% 65
2025
Q4 		$2.23M Buy
15,969
+1,135
+8% +$157K 0.19% 65
2025
Q3 		$2.01M Buy
14,834
+1,104
+8% +$144K 0.18% 63
2025
Q2 		$1.74M Buy
13,730
+1,991
+17% +$235K 0.17% 63
2025
Q1 		$1.35M Sell
11,739
-131
-1% -$15.9K 0.14% 71
2024
Q4 		$1.44M Buy
11,870
+861
+8% +$106K 0.15% 70
2024
Q3 		$1.33M Sell
11,009
-149
-1% -$17.2K 0.14% 75
2024
Q2 		$1.25M Buy
11,158
+2,977
+36% +$323K 0.15% 75
2024
Q1 		$893K Buy
8,181
+197
+2% +$20.5K 0.11% 80
2023
Q4 		$802K Buy
7,984
+366
+5% +$34.1K 0.11% 78
2023
Q3 		$685K Buy
7,618
+939
+14% +$88.4K 0.13% 78
2023
Q2 		$625K Buy
6,679
+366
+6% +$32.5K 0.11% 85
2023
Q1 		$554K Sell
6,313
-3,763
-37% -$323K 0.12% 85
2022
Q4 		$829K Buy
10,076
+2,661
+36% +$219K 0.18% 73
2022
Q3 		$563K Buy
7,415
+248
+3% +$21.1K 0.16% 78
2022
Q2 		$578K Buy
7,167
+1,435
+25% +$126K 0.16% 75
2022
Q1 		$555K Sell
5,732
-202
-3% -$19.6K 0.14% 77
2021
Q4 		$630K Buy
5,934
+891
+18% +$91.6K 0.32% 36
2021
Q3 		$484K Buy
5,043
+563
+13% +$55.6K 0.27% 41
2021
Q2 		$439K Buy
4,480
+598
+15% +$55.3K 0.26% 43
2021
Q1 		$341K Buy
3,882
+544
+16% +$46.4K 0.22% 46
2020
Q4 		$275K Buy
+3,338
New +$261K 0.19% 47

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

Wescott Financial Advisory Group's SUSA Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.48% in Q1 2026, selling an estimated $10.7K and leaving 15,892 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #65.

Wescott Financial Advisory Group first reported a position in SUSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Wescott Financial Advisory Group held 15,892 shares of iShares ESG Optimized MSCI USA ETF worth $2.1M as of Q1 2026.
  • Wescott Financial Advisory Group sold 77 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $10.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.18% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #65 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $2.23M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.