A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,434 shares of SUSA stock, worth $883,452. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,434
Holding current value
$883,452
% of portfolio
0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$126.64 - $135.65 $814,801 - $872,772
6,434 New
6,434 $872,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.