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

Win 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 Q1	$445K	Sell	3,365 -40	-1%	-$5.55K	0.2%	64
2025 Q4	$474K	Buy	+3,405	New	+$470K	0.2%	62
2024 Q2	–	Sell	-3,834	Closed	-$419K	–	74
2024 Q1	$419K	Buy	+3,834	New	+$399K	0.18%	42
2023 Q1	–	Sell	-806	Closed	-$66.3K	–	134
2022 Q4	$66.3K	Hold	806	–	–	0.02%	25
2022 Q3	$61K	Hold	806	–	–	0.02%	23
2022 Q2	$66K	Sell	806 -211,269	-100%	-$18.5M	0.13%	35
2022 Q1	$20.5M	Sell	212,075 -31,694	-13%	-$3.07M	5.39%	7
2021 Q4	$25.9M	Buy	+243,769	New	+$25.1M	5.93%	3

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 $173B AUM 20.72% 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 $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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Win Advisors's SUSA Position: Q1 2026 in Review

Win Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q1 2026, selling an estimated $5.55K and leaving 3,365 shares worth $445K. The position accounts for 0.2% of the portfolio, ranked #64.

Win Advisors first reported a position in SUSA in Q4 2021 and has held it in 8 quarters since. The position peaked at $25.9M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Win Advisors held 3,365 shares of iShares ESG Optimized MSCI USA ETF worth $445K as of Q1 2026.
Win Advisors sold 40 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $5.55K.
iShares ESG Optimized MSCI USA ETF made up 0.2% of Win Advisors's portfolio in Q1 2026, its #64 holding.
Win Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 8 quarters since.
Win Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $25.9M in Q4 2021.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.