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Abacus Planning Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Abacus Planning Group’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 		$1.27M Buy
8,262
+21
+0.3% +$3.1K 0.16% 79
2026
Q1 		$1.09M Buy
8,241
+1
+0% +$139 0.15% 81
2025
Q4 		$1.15M Buy
8,240
+1
+0% +$138 0.15% 76
2025
Q3 		$1.12M Sell
8,239
-388
-4% -$50.7K 0.15% 76
2025
Q2 		$1.09M Sell
8,627
-156
-2% -$18.4K 0.16% 75
2025
Q1 		$1.01M Buy
8,783
+2
+0% +$242 0.18% 76
2024
Q4 		$1.07M Buy
8,781
+2,123
+32% +$260K 0.19% 73
2024
Q3 		$801K Buy
6,658
+4
+0.1% +$461 0.14% 84
2024
Q2 		$748K Buy
6,654
+159
+2% +$17.2K 0.15% 85
2024
Q1 		$709K Buy
6,495
+618
+11% +$64.4K 0.14% 88
2023
Q4 		$591K Buy
5,877
+188
+3% +$17.5K 0.12% 96
2023
Q3 		$512K Buy
5,689
+659
+13% +$62K 0.12% 100
2023
Q2 		$471K Buy
5,030
+2,013
+67% +$179K 0.11% 106
2023
Q1 		$265K Buy
3,017
+10
+0.3% +$859 0.07% 146
2022
Q4 		$248K Sell
3,007
-1,692
-36% -$139K 0.07% 147
2022
Q3 		$357K Hold
4,699
– – 0.11% 119
2022
Q2 		$379K Buy
4,699
+1,034
+28% +$90.8K 0.11% 117
2022
Q1 		$355K Buy
3,665
+1,563
+74% +$151K 0.1% 136
2021
Q4 		$223K Hold
2,102
– – 0.06% 183
2021
Q3 		$202K Buy
+2,102
New +$208K 0.06% 177

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

Abacus Planning Group's SUSA Position: Q2 2026 in Review

Abacus Planning Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.25% in Q2 2026, buying an estimated $3.1K and bringing the position to 8,262 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #79.

Abacus Planning Group first reported a position in SUSA in Q3 2021 and has held it in 20 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Abacus Planning Group held 8,262 shares of iShares ESG Optimized MSCI USA ETF worth $1.27M as of Q2 2026.
  • Abacus Planning Group bought 21 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.16% of Abacus Planning Group's portfolio in Q2 2026, its #79 holding.
  • Abacus Planning Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.