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West Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

West Financial Advisors’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 		$703K Sell
4,559
-37
-0.8% -$5.46K 0.11% 40
2026
Q1 		$607K Sell
4,596
-26
-0.6% -$3.6K 0.1% 41
2025
Q4 		$644K Sell
4,622
-32
-0.7% -$4.42K 0.11% 39
2025
Q3 		$631K Sell
4,654
-559
-11% -$73K 0.1% 41
2025
Q2 		$661K Hold
5,213
– – 0.12% 39
2025
Q1 		$599K Sell
5,213
-70
-1% -$8.49K 0.11% 41
2024
Q4 		$642K Buy
5,283
+143
+3% +$17.5K 0.12% 39
2024
Q3 		$619K Sell
5,140
-404
-7% -$46.6K 0.12% 40
2024
Q2 		$623K Buy
5,544
+349
+7% +$37.8K 0.13% 39
2024
Q1 		$567K Hold
5,195
– – 0.12% 40
2023
Q4 		$522K Sell
5,195
-1,043
-17% -$97.3K 0.12% 41
2023
Q3 		$561K Hold
6,238
– – 0.14% 38
2023
Q2 		$584K Sell
6,238
-3
-0% -$266 0.14% 34
2023
Q1 		$548K Sell
6,241
-222
-3% -$19.1K 0.14% 35
2022
Q4 		$532K Hold
6,463
– – 0.15% 34
2022
Q3 		$491K Hold
6,463
– – 0.15% 35
2022
Q2 		$521K Buy
6,463
+26
+0.4% +$2.28K 0.15% 35
2022
Q1 		$623K Buy
6,437
+36
+0.6% +$3.49K 0.16% 35
2021
Q4 		$680K Sell
6,401
-247
-4% -$25.4K 0.18% 33
2021
Q3 		$638K Buy
6,648
+969
+17% +$95.7K 0.19% 30
2021
Q2 		$543K Buy
5,679
+479
+9% +$44.3K 0.17% 30
2021
Q1 		$457K Hold
5,200
– – 0.15% 31
2020
Q4 		$428K Buy
+5,200
New +$406K 0.15% 32

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

West Financial Advisors's SUSA Position: Q2 2026 in Review

West Financial Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.81% in Q2 2026, selling an estimated $5.46K and leaving 4,559 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #40.

West Financial Advisors first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • West Financial Advisors held 4,559 shares of iShares ESG Optimized MSCI USA ETF worth $703K as of Q2 2026.
  • West Financial Advisors sold 37 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.46K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of West Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • West Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.