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3EDGE Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

3EDGE Asset 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
Q2 		$3.49M Buy
22,615
+8,693
+62% +$1.28M 0.16% 51
2026
Q1 		$1.84M Sell
13,922
-103
-0.7% -$14.3K 0.09% 56
2025
Q4 		$1.95M Sell
14,025
-1,691
-11% -$233K 0.1% 63
2025
Q3 		$2.13M Sell
15,716
-7,361
-32% -$961K 0.12% 58
2025
Q2 		$2.92M Sell
23,077
-24,010
-51% -$2.83M 0.18% 43
2025
Q1 		$5.41M Sell
47,087
-3,401
-7% -$412K 0.37% 26
2024
Q4 		$6.14M Buy
50,488
+7,586
+18% +$931K 0.38% 28
2024
Q3 		$5.16M Buy
42,902
+5,417
+14% +$625K 0.37% 17
2024
Q2 		$4.21M Sell
37,485
-7,407
-16% -$803K 0.33% 17
2024
Q1 		$4.9M Buy
44,892
+10,583
+31% +$1.1M 0.38% 20
2023
Q4 		$3.45M Sell
34,309
-4,003
-10% -$373K 0.27% 20
2023
Q3 		$3.42M Sell
38,312
-4,992
-12% -$470K 0.26% 13
2023
Q2 		$4.05M Buy
43,304
+18,303
+73% +$1.63M 0.31% 11
2023
Q1 		$2.19M Buy
25,001
+1,439
+6% +$124K 0.17% 17
2022
Q4 		$1.94M Sell
23,562
-16,770
-42% -$1.38M 0.15% 16
2022
Q3 		$3.06M Sell
40,332
-1,439
-3% -$122K 0.24% 12
2022
Q2 		$3.37M Sell
41,771
-27,203
-39% -$2.39M 0.25% 12
2022
Q1 		$6.68M Sell
68,974
-15,140
-18% -$1.47M 0.5% 12
2021
Q4 		$8.94M Buy
84,114
+26,404
+46% +$2.71M 0.77% 10
2021
Q3 		$5.54M Buy
57,710
+28,153
+95% +$2.78M 0.44% 14
2021
Q2 		$2.82M Sell
29,557
-2,835
-9% -$262K 0.22% 16
2021
Q1 		$2.85M Buy
32,392
+11,479
+55% +$979K 0.24% 14
2020
Q4 		$1.72M Buy
20,913
+12,655
+153% +$989K 0.15% 20
2020
Q3 		$607K Sell
8,258
-2,988
-27% -$216K 0.07% 21
2020
Q2 		$752K Buy
11,246
+7,502
+200% +$469K 0.09% 16
2020
Q1 		$205K Sell
3,744
-2,438
-39% -$156K 0.04% 11
2019
Q4 		$414K Buy
+6,182
New +$395K 0.05% 14

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

3EDGE Asset Management's SUSA Position: Q2 2026 in Review

3EDGE Asset Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 62% in Q2 2026, buying an estimated $1.28M and bringing the position to 22,615 shares worth $3.49M. The position accounts for 0.16% of the portfolio, ranked #51.

3EDGE Asset Management first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.94M in Q4 2021. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • 3EDGE Asset Management held 22,615 shares of iShares ESG Optimized MSCI USA ETF worth $3.49M as of Q2 2026.
  • 3EDGE Asset Management bought 8,693 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.28M.
  • iShares ESG Optimized MSCI USA ETF made up 0.16% of 3EDGE Asset Management's portfolio in Q2 2026, its #51 holding.
  • 3EDGE Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • 3EDGE Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $8.94M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.