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

Ameriprise’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
Q1 		$64.5M Buy
488,667
+4,590
+0.9% +$636K 0.01% 734
2025
Q4 		$67.5M Sell
484,077
-9,380
-2% -$1.3M 0.02% 725
2025
Q3 		$67M Sell
493,457
-96,758
-16% -$12.6M 0.02% 737
2025
Q2 		$74.8M Sell
590,215
-60,732
-9% -$7.16M 0.02% 674
2025
Q1 		$74.7M Sell
650,947
-134,696
-17% -$16.3M 0.02% 660
2024
Q4 		$95.5M Sell
785,643
-26,802
-3% -$3.29M 0.02% 567
2024
Q3 		$97.8M Sell
812,445
-24,977
-3% -$2.88M 0.03% 561
2024
Q2 		$94.1M Sell
837,422
-37,186
-4% -$4.03M 0.03% 543
2024
Q1 		$95.6M Sell
874,608
-8,127
-0.9% -$846K 0.03% 553
2023
Q4 		$88.8M Buy
882,735
+5,276
+0.6% +$492K 0.03% 558
2023
Q3 		$78.9M Sell
877,459
-12,996
-1% -$1.22M 0.03% 573
2023
Q2 		$83.6M Buy
890,455
+4,097
+0.5% +$364K 0.03% 567
2023
Q1 		$77.8M Sell
886,358
-3,055
-0.3% -$263K 0.03% 583
2022
Q4 		$73.3M Sell
889,413
-5,929
-0.7% -$488K 0.03% 585
2022
Q3 		$68M Sell
895,342
-55,799
-6% -$4.75M 0.03% 587
2022
Q2 		$76.7M Sell
951,141
-170,495
-15% -$15M 0.03% 573
2022
Q1 		$109M Buy
1,121,636
+8,492
+0.8% +$823K 0.03% 499
2021
Q4 		$118M Buy
1,113,144
+127,494
+13% +$13.1M 0.03% 505
2021
Q3 		$94.5M Buy
985,650
+136,562
+16% +$13.5M 0.03% 539
2021
Q2 		$80.6M Buy
849,088
+62,127
+8% +$5.75M 0.02% 604
2021
Q1 		$69.2M Buy
786,961
+79,870
+11% +$6.81M 0.02% 634
2020
Q4 		$58.6M Buy
707,091
+74,157
+12% +$5.8M 0.02% 672
2020
Q3 		$46.6M Buy
632,934
+29,284
+5% +$2.12M 0.02% 672
2020
Q2 		$41M Buy
603,650
+115,544
+24% +$7.23M 0.02% 686
2020
Q1 		$26.5M Buy
488,106
+121,974
+33% +$7.82M 0.01% 798
2019
Q4 		$24.6M Buy
366,132
+19,628
+6% +$1.26M 0.01% 1038
2019
Q3 		$21.4M Buy
346,504
+37,454
+12% +$2.29M 0.01% 1094
2019
Q2 		$18.8M Buy
309,050
+33,512
+12% +$2.01M 0.01% 1211
2019
Q1 		$16.2M Buy
275,538
+52,660
+24% +$2.97M 0.01% 1286
2018
Q4 		$11.5M Buy
222,878
+24,590
+12% +$1.36M 0.01% 1484
2018
Q3 		$11.8M Buy
198,288
+25,872
+15% +$1.52M ﹤0.01% 1748
2018
Q2 		$9.72M Buy
172,416
+26,148
+18% +$1.47M ﹤0.01% 1766
2018
Q1 		$8.11M Sell
146,268
-82,688
-36% -$4.7M ﹤0.01% 1819
2017
Q4 		$12.7M Buy
228,956
+52,982
+30% +$2.87M 0.01% 1418
2017
Q3 		$9.13M Buy
175,974
+32,200
+22% +$1.67M ﹤0.01% 1652
2017
Q2 		$7.35M Buy
143,774
+21,258
+17% +$1.07M ﹤0.01% 1794
2017
Q1 		$6.02M Buy
122,516
+33,180
+37% +$1.59M ﹤0.01% 1896
2016
Q4 		$4.09M Buy
89,336
+19,386
+28% +$880K ﹤0.01% 2199
2016
Q3 		$3.18M Buy
69,950
+42,334
+153% +$1.91M ﹤0.01% 2313
2016
Q2 		$1.19M Buy
27,616
+5,454
+25% +$234K ﹤0.01% 2803
2016
Q1 		$943K Buy
22,162
+9,002
+68% +$360K ﹤0.01% 2878
2015
Q4 		$549K Buy
13,160
+5,162
+65% +$217K ﹤0.01% 3226
2015
Q3 		$315K Buy
7,998
+2,344
+41% +$97.5K ﹤0.01% 3459
2015
Q2 		$241K Sell
5,654
-9,956
-64% -$433K ﹤0.01% 3742
2015
Q1 		$670K Buy
15,610
+3,624
+30% +$155K ﹤0.01% 3094
2014
Q4 		$516K Buy
11,986
+4,024
+51% +$169K ﹤0.01% 3107
2014
Q3 		$328K Buy
7,962
+504
+7% +$20.8K ﹤0.01% 3185
2014
Q2 		$307K Buy
7,458
+246
+3% +$9.78K ﹤0.01% 3155
2014
Q1 		$282K Buy
7,212
+778
+12% +$29.8K ﹤0.01% 3123
2013
Q4 		$247K Buy
6,434
+3,534
+122% +$130K ﹤0.01% 3072
2013
Q3 		$103K Buy
2,900
+1,116
+63% +$39.3K ﹤0.01% 3448
2013
Q2 		$60K Buy
+1,784
New +$60.6K ﹤0.01% 3616

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise's SUSA Position: Q1 2026 in Review

Ameriprise increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.95% in Q1 2026, buying an estimated $636K and bringing the position to 488,667 shares worth $64.5M. The position accounts for 0.01% of the portfolio, ranked #734.

Ameriprise first reported a position in SUSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Ameriprise held 488,667 shares of iShares ESG Optimized MSCI USA ETF worth $64.5M as of Q1 2026.
  • Ameriprise bought 4,590 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $636K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #734 holding.
  • Ameriprise first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares ESG Optimized MSCI USA ETF position peaked at $118M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.