Allodium Investment Consultants’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Allodium Investment Consultants’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	$384K	Hold	2,488	–	–	0.16%	44
2026 Q1	$329K	Buy	2,488 +1	+0%	+$139	0.16%	43
2025 Q4	$347K	Sell	2,487 -1,006	-29%	-$139K	0.18%	42
2025 Q3	$474K	Sell	3,493 -445	-11%	-$58.1K	0.27%	35
2025 Q2	$499K	Buy	3,938 +647	+20%	+$76.3K	0.32%	34
2025 Q1	$378K	Buy	3,291 +846	+35%	+$103K	0.28%	36
2024 Q4	$297K	Buy	+2,445	New	+$300K	0.25%	39

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allodium Investment Consultants's SUSA Position: Q2 2026 in Review

Allodium Investment Consultants held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,488 shares worth $384K. The position accounts for 0.16% of the portfolio, ranked #44.

Allodium Investment Consultants first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q2 2025. 406 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Allodium Investment Consultants held 2,488 shares of iShares ESG Optimized MSCI USA ETF worth $384K as of Q2 2026.
Allodium Investment Consultants left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.16% of Allodium Investment Consultants's portfolio in Q2 2026, its #44 holding.
Allodium Investment Consultants first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Allodium Investment Consultants's iShares ESG Optimized MSCI USA ETF position peaked at $499K in Q2 2025.
406 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.