WWM
SUSA icon

Western Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Western Wealth Management’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 		$643K Sell
4,168
-32
-0.8% -$4.72K 0.02% 609
2026
Q1 		$555K Buy
4,200
+10
+0.2% +$1.39K 0.02% 614
2025
Q4 		$584K Buy
4,190
+359
+9% +$49.6K 0.03% 476
2025
Q3 		$520K Buy
3,831
+3
+0.1% +$392 0.03% 435
2025
Q2 		$485K Sell
3,828
-14
-0.4% -$1.65K 0.03% 422
2025
Q1 		$441K Buy
3,842
+3
+0.1% +$364 0.03% 426
2024
Q4 		$467K Sell
3,839
-536
-12% -$65.8K 0.03% 479
2024
Q3 		$527K Sell
4,375
-90
-2% -$10.4K 0.03% 449
2024
Q2 		$502K Sell
4,465
-897
-17% -$97.2K 0.04% 371
2024
Q1 		$585K Sell
5,362
-52
-1% -$5.42K 0.05% 329
2023
Q4 		$544K Buy
5,414
+375
+7% +$35K 0.04% 391
2023
Q3 		$453K Buy
5,039
+83
+2% +$7.81K 0.04% 408
2023
Q2 		$464K Buy
4,956
+2
+0% +$178 0.04% 392
2023
Q1 		$435K Buy
4,954
+4
+0.1% +$344 0.04% 403
2022
Q4 		$408K Sell
4,950
-5,762
-54% -$475K 0.04% 382
2022
Q3 		$813K Buy
10,712
+22
+0.2% +$1.87K 0.05% 359
2022
Q2 		$862K Buy
10,690
+5
+0% +$439 0.05% 338
2022
Q1 		$1.03M Buy
10,685
+4,553
+74% +$441K 0.05% 329
2021
Q4 		$650K Buy
+6,132
New +$630K 0.06% 279
2021
Q2 		$645K Buy
6,758
+11
+0.2% +$1.02K 0.07% 303
2021
Q1 		$592K Buy
6,747
+203
+3% +$17.3K 0.08% 250
2020
Q4 		$539K Buy
6,544
+664
+11% +$51.9K 0.08% 237
2020
Q3 		$433K Buy
5,880
+778
+15% +$56.2K 0.07% 265
2020
Q2 		$341K Hold
5,102
– – 0.06% 290
2020
Q1 		$279K Hold
5,102
– – 0.06% 276
2019
Q4 		$342K Buy
5,102
+436
+9% +$27.9K 0.05% 287
2019
Q3 		$289K Sell
4,666
-120
-3% -$7.35K 0.06% 296
2019
Q2 		$292K Buy
4,786
+856
+22% +$51.2K 0.04% 310
2019
Q1 		$233K Sell
3,930
-260
-6% -$14.7K 0.05% 337
2018
Q4 		$215K Buy
+4,190
New +$232K 0.06% 315

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 29.18% 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

Western Wealth Management's SUSA Position: Q2 2026 in Review

Western Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.76% in Q2 2026, selling an estimated $4.72K and leaving 4,168 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #609.

Western Wealth Management first reported a position in SUSA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.03M in Q1 2022. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Western Wealth Management held 4,168 shares of iShares ESG Optimized MSCI USA ETF worth $643K as of Q2 2026.
  • Western Wealth Management sold 32 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $4.72K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Western Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.03M in Q1 2022.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.