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AlTi Global’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

AlTi Global’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 		$238K Hold
1,544
– – ﹤0.01% 466
2026
Q1 		$204K Sell
1,544
-44
-3% -$6.1K ﹤0.01% 423
2025
Q4 		$221K Hold
1,588
– – ﹤0.01% 426
2025
Q3 		$215K Buy
+1,588
New +$207K 0.01% 416

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AlTi Global's SUSA Position: Q2 2026 in Review

AlTi Global held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,544 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

AlTi Global first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • AlTi Global held 1,544 shares of iShares ESG Optimized MSCI USA ETF worth $238K as of Q2 2026.
  • AlTi Global left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of AlTi Global's portfolio in Q2 2026, its #466 holding.
  • AlTi Global first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.