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

World Investment 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	$12.5M	Hold	94,823	–	–	0.21%	109
2026 Q1	$12.5M	Sell	94,823 -6,051	-6%	-$839K	0.2%	112
2025 Q4	$14.1M	Sell	100,874 -1,087	-1%	-$150K	0.23%	93
2025 Q3	$13.8M	Sell	101,961 -4,474	-4%	-$584K	0.28%	71
2025 Q2	$13.5M	Buy	106,435 +1,299	+1%	+$153K	0.31%	69
2025 Q1	$12.1M	Sell	105,136 -81,200	-44%	-$9.84M	0.31%	67
2024 Q4	$22.7M	Sell	186,336 -10,953	-6%	-$1.34M	0.62%	31
2024 Q3	$23.7M	Buy	197,289 +195,314	+9,889%	+$22.5M	0.74%	22
2024 Q2	$222K	Buy	+1,975	New	+$214K	0.01%	565

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

World Investment Advisors's SUSA Position: Q2 2026 in Review

World Investment Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 94,823 shares worth $12.5M. The position accounts for 0.21% of the portfolio, ranked #109.

World Investment Advisors first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.7M in Q3 2024. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

World Investment Advisors held 94,823 shares of iShares ESG Optimized MSCI USA ETF worth $12.5M as of Q2 2026.
World Investment Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.21% of World Investment Advisors's portfolio in Q2 2026, its #109 holding.
World Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
World Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $23.7M in Q3 2024.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.