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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
Q2 		– Sell
-3,365
Closed -$445K – 111
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
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

Win Advisors's SUSA Position: Q2 2026 in Review

Win Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 3,365 shares — an estimated $445K sold.

Win Advisors first reported a position in SUSA in Q4 2021 and held it in 8 quarters. The position peaked at $25.9M in Q4 2021. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Win Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Win Advisors sold 3,365 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $445K.
  • Win Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 8 quarters.
  • Win Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $25.9M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.