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Zhang Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Zhang Financial’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 		– Sell
-1,588
Closed -$221K – 382
2025
Q4 		$221K Sell
1,588
-109
-6% -$15.1K 0.01% 317
2025
Q3 		$230K Hold
1,697
– – 0.01% 294
2025
Q2 		$215K Sell
1,697
-5,353
-76% -$631K 0.01% 279
2025
Q1 		$810K Buy
7,050
+1
+0% +$121 0.04% 179
2024
Q4 		$857K Buy
7,049
+3
+0% +$368 0.05% 165
2024
Q3 		$848K Buy
+7,046
New +$813K 0.05% 160
2022
Q2 		– Sell
-2,264
Closed -$219K – 231
2022
Q1 		$219K Buy
+2,264
New +$219K 0.04% 202

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Zhang Financial's SUSA Position: Q1 2026 in Review

Zhang Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 1,588 shares — an estimated $221K sold.

Zhang Financial first reported a position in SUSA in Q1 2022 and held it in 7 quarters. The position peaked at $857K in Q4 2024. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Zhang Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 1,588 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $221K.
  • Zhang Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 7 quarters.
  • Zhang Financial's iShares ESG Optimized MSCI USA ETF position peaked at $857K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.