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

WJ 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
Q1 		$264K Sell
2,000
-700
-26% -$97.1K 0.12% 68
2025
Q4 		$376K Hold
2,700
– – 0.16% 60
2025
Q3 		$377K Sell
2,700
-2,700
-50% -$353K 0.17% 60
2025
Q2 		$684K Hold
5,400
– – 0.22% 62
2025
Q1 		$620K Hold
5,400
– – 0.22% 57
2024
Q4 		$657K Hold
5,400
– – 0.23% 52
2024
Q3 		$650K Hold
5,400
– – 0.23% 49
2024
Q2 		$607K Hold
5,400
– – 0.22% 53
2024
Q1 		$590K Hold
5,400
– – 0.23% 50
2023
Q4 		$543K Sell
5,400
-444
-8% -$41.4K 0.24% 51
2023
Q3 		$526K Sell
5,844
-460
-7% -$43.3K 0.26% 45
2023
Q2 		$590K Buy
6,304
+3,152
+100% +$280K 0.28% 41
2023
Q1 		$277K Sell
3,152
-3,152
-50% -$271K 0.19% 45
2022
Q4 		$519K Hold
6,304
– – 0.3% 34
2022
Q3 		$478K Hold
6,304
– – 0.3% 35
2022
Q2 		$508K Buy
6,304
+940
+18% +$82.5K 0.36% 31
2022
Q1 		$520K Sell
5,364
-43,263
-89% -$4.19M 0.35% 27
2021
Q4 		$5.16M Sell
48,627
-138
-0.3% -$14.2K 3.09% 13
2021
Q3 		$4.68M Buy
48,765
+43,464
+820% +$4.29M 3.11% 14
2021
Q2 		$506K Buy
5,301
+191
+4% +$17.7K 1.57% 18
2021
Q1 		$449K Buy
5,110
+510
+11% +$43.5K 1.4% 21
2020
Q4 		$379K Sell
4,600
-850
-16% -$66.4K 1.18% 26
2020
Q3 		$401K Buy
+5,450
New +$394K 1.3% 21

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

WJ Wealth Management's SUSA Position: Q1 2026 in Review

WJ Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 26% in Q1 2026, selling an estimated $97.1K and leaving 2,000 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #68.

WJ Wealth Management first reported a position in SUSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • WJ Wealth Management held 2,000 shares of iShares ESG Optimized MSCI USA ETF worth $264K as of Q1 2026.
  • WJ Wealth Management sold 700 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $97.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.12% of WJ Wealth Management's portfolio in Q1 2026, its #68 holding.
  • WJ Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • WJ Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $5.16M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.