ALLSTREET CAPITAL ADVISORS LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

ALLSTREET CAPITAL ADVISORS LLC’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	$323K	Buy	+2,442	New	+$339K	0.24%	52

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 $4.86B AUM 22.78% 1-Year Est. Return

ALLSTREET CAPITAL ADVISORS LLC's SUSA Position: Q1 2026 in Review

ALLSTREET CAPITAL ADVISORS LLC opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026: 2,442 shares worth $323K. The stake represents 0.24% of the portfolio and ranks #52 among its holdings.

516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

ALLSTREET CAPITAL ADVISORS LLC held 2,442 shares of iShares ESG Optimized MSCI USA ETF worth $323K as of Q1 2026.
iShares ESG Optimized MSCI USA ETF was a new ALLSTREET CAPITAL ADVISORS LLC position in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.24% of ALLSTREET CAPITAL ADVISORS LLC's portfolio in Q1 2026, its #52 holding.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on ALLSTREET CAPITAL ADVISORS LLC's 13F filing for Q1 2026, filed 16 Jul 2026.