Accredited Investors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Accredited Investors’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	$8.06M	Sell	52,268 -693	-1%	-$102K	0.35%	38
2026 Q1	$7M	Buy	52,961 +2,265	+4%	+$314K	0.38%	37
2025 Q4	$7.06M	Sell	50,696 -5,939	-10%	-$820K	0.38%	37
2025 Q3	$7.68M	Buy	56,635 +1,051	+2%	+$137K	0.43%	37
2025 Q2	$7.05M	Sell	55,584 -4,149	-7%	-$489K	0.42%	37
2025 Q1	$6.86M	Sell	59,733 -235	-0.4%	-$28.5K	0.43%	34
2024 Q4	$7.29M	Sell	59,968 -1,952	-3%	-$239K	0.43%	36
2024 Q3	$7.45M	Buy	61,920 +1,111	+2%	+$128K	0.43%	36
2024 Q2	$6.83M	Buy	60,809 +11,178	+23%	+$1.21M	0.43%	37
2024 Q1	$5.42M	Sell	49,631 -92	-0.2%	-$9.58K	0.35%	38
2023 Q4	$5M	Buy	49,723 +407	+0.8%	+$38K	0.35%	40
2023 Q3	$4.44M	Sell	49,316 -514	-1%	-$48.4K	0.33%	39
2023 Q2	$4.67M	Sell	49,830 -931	-2%	-$82.7K	0.33%	37
2023 Q1	$4.46M	Buy	50,761 +2,600	+5%	+$223K	0.34%	37
2022 Q4	$3.96M	Buy	48,161 +300	+0.6%	+$24.7K	0.34%	36
2022 Q3	$3.63M	Buy	47,861 +835	+2%	+$71K	0.42%	34
2022 Q2	$3.79M	Buy	47,026 +2,932	+7%	+$257K	0.45%	31
2022 Q1	$4.27M	Buy	44,094 +6,662	+18%	+$646K	0.38%	34
2021 Q4	$3.98M	Buy	37,432 +1,577	+4%	+$162K	0.35%	30
2021 Q3	$3.44M	Buy	35,855 +1,527	+4%	+$151K	0.37%	30
2021 Q2	$3.28M	Buy	34,328 +3,470	+11%	+$321K	0.34%	32
2021 Q1	$2.71M	Buy	30,858 +2,251	+8%	+$192K	0.36%	36
2020 Q4	$2.35M	Sell	28,607 -217	-0.8%	-$17K	0.39%	34
2020 Q3	$2.12M	Sell	28,824 -3,642	-11%	-$263K	0.44%	29
2020 Q2	$2.17M	Buy	32,466 +1,936	+6%	+$121K	0.44%	28
2020 Q1	$1.68M	Buy	30,530 +1,424	+5%	+$91.3K	0.39%	34
2019 Q4	$1.95M	Sell	29,106 -62	-0.2%	-$3.96K	0.33%	38
2019 Q3	$1.8M	Buy	29,168 +248	+0.9%	+$15.2K	0.35%	39
2019 Q2	$1.76M	Buy	28,920 +7,588	+36%	+$454K	0.34%	37
2019 Q1	$1.26M	Buy	21,332 +2,534	+13%	+$143K	0.25%	41
2018 Q4	$969K	Sell	18,798 -954	-5%	-$52.9K	0.22%	44
2018 Q3	$1.18M	Sell	19,752 -1,164	-6%	-$68.3K	0.29%	31
2018 Q2	$1.18M	Sell	20,916 -504	-2%	-$28.4K	0.31%	29
2018 Q1	$1.19M	Sell	21,420 -524	-2%	-$29.8K	0.32%	30
2017 Q4	$1.22M	Sell	21,944 -2,178	-9%	-$118K	0.34%	29
2017 Q3	$1.26M	Buy	24,122 +1,098	+5%	+$56.9K	0.35%	31
2017 Q2	$1.18M	Sell	23,024 -228	-1%	-$11.5K	0.3%	25
2017 Q1	$1.14M	Sell	23,252 -8	-0%	-$384	0.28%	28
2016 Q4	$1.07M	Sell	23,260 -54	-0.2%	-$2.45K	0.28%	27
2016 Q3	$1.06M	Buy	23,314 +9,636	+70%	+$434K	0.29%	24
2016 Q2	$591K	Sell	13,678 -310	-2%	-$13.3K	0.16%	50
2016 Q1	$595K	Buy	13,988 +342	+3%	+$13.7K	0.15%	45
2015 Q4	$569K	Buy	13,646 +484	+4%	+$20.3K	0.14%	47
2015 Q3	$519K	Buy	13,162 +14	+0.1%	+$582	0.14%	44
2015 Q2	$560K	Buy	13,148 +130	+1%	+$5.66K	0.15%	38
2015 Q1	$559K	Buy	13,018 +462	+4%	+$19.8K	0.14%	39
2014 Q4	$541K	Sell	12,556 -578	-4%	-$24.3K	0.16%	40
2014 Q3	$541K	Buy	13,134 +2,010	+18%	+$82.9K	0.16%	38
2014 Q2	$458K	Sell	11,124 -1,518	-12%	-$60.3K	0.15%	39
2014 Q1	$494K	Buy	12,642 +330	+3%	+$12.6K	0.17%	34
2013 Q4	$473K	Buy	12,312 +16	+0.1%	+$590	0.17%	33
2013 Q3	$435K	Buy	12,296 +3,092	+34%	+$109K	0.16%	33
2013 Q2	$312K	Buy	+9,204	New	+$313K	0.12%	42

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accredited Investors's SUSA Position: Q2 2026 in Review

Accredited Investors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.3% in Q2 2026, selling an estimated $102K and leaving 52,268 shares worth $8.06M. The position accounts for 0.35% of the portfolio, ranked #38.

Accredited Investors first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Accredited Investors held 52,268 shares of iShares ESG Optimized MSCI USA ETF worth $8.06M as of Q2 2026.
Accredited Investors sold 693 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $102K.
iShares ESG Optimized MSCI USA ETF made up 0.35% of Accredited Investors's portfolio in Q2 2026, its #38 holding.
Accredited Investors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.