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Ameritas Investment Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ameritas Investment Partners’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 		$995K Sell
6,447
-87
-1% -$12.8K 0.03% 645
2026
Q1 		$863K Sell
6,534
-635
-9% -$88K 0.03% 656
2025
Q4 		$999K Sell
7,169
-29
-0.4% -$4K 0.03% 614
2025
Q3 		$976K Sell
7,198
-555
-7% -$72.5K 0.03% 621
2025
Q2 		$983K Sell
7,753
-45
-0.6% -$5.31K 0.03% 616
2025
Q1 		$896K Sell
7,798
-65
-0.8% -$7.88K 0.03% 641
2024
Q4 		$956K Sell
7,863
-38
-0.5% -$4.66K 0.03% 634
2024
Q3 		$951K Sell
7,901
-125
-2% -$14.4K 0.03% 657
2024
Q2 		$902K Sell
8,026
-542
-6% -$58.7K 0.03% 644
2024
Q1 		$935K Sell
8,568
-181
-2% -$18.8K 0.03% 643
2023
Q4 		$879K Sell
8,749
-69
-0.8% -$6.44K 0.03% 656
2023
Q3 		$793K Sell
8,818
-295
-3% -$27.8K 0.03% 643
2023
Q2 		$853K Sell
9,113
-467
-5% -$41.5K 0.03% 636
2023
Q1 		$841K Buy
9,580
+32
+0.3% +$2.75K 0.03% 640
2022
Q4 		$786K Sell
9,548
-1,284
-12% -$106K 0.03% 663
2022
Q3 		$822K Buy
10,832
+266
+3% +$22.6K 0.04% 587
2022
Q2 		$852K Sell
10,566
-3,116
-23% -$274K 0.04% 603
2022
Q1 		$1.32M Sell
13,682
-4,840
-26% -$469K 0.05% 503
2021
Q4 		$1.97M Sell
18,522
-531
-3% -$54.6K 0.07% 341
2021
Q3 		$1.83M Sell
19,053
-226
-1% -$22.3K 0.07% 340
2021
Q2 		$1.84M Sell
19,279
-520
-3% -$48.1K 0.07% 337
2021
Q1 		$1.74M Buy
19,799
+1,034
+6% +$88.2K 0.07% 347
2020
Q4 		$1.54M Buy
18,765
+1,715
+10% +$134K 0.07% 353
2020
Q3 		$1.25M Buy
17,050
+264
+2% +$19.1K 0.06% 377
2020
Q2 		$1.12M Buy
16,786
+440
+3% +$27.5K 0.05% 405
2020
Q1 		$897K Buy
16,346
+1,188
+8% +$76.1K 0.05% 417
2019
Q4 		$1.01M Buy
15,158
+2,258
+18% +$144K 0.04% 522
2019
Q3 		$797K Buy
12,900
+6,306
+96% +$386K 0.04% 590
2019
Q2 		$401K Buy
+6,594
New +$395K 0.02% 793

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

Ameritas Investment Partners's SUSA Position: Q2 2026 in Review

Ameritas Investment Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.3% in Q2 2026, selling an estimated $12.8K and leaving 6,447 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #645.

Ameritas Investment Partners first reported a position in SUSA in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.97M in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Ameritas Investment Partners held 6,447 shares of iShares ESG Optimized MSCI USA ETF worth $995K as of Q2 2026.
  • Ameritas Investment Partners sold 87 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $12.8K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Ameritas Investment Partners's portfolio in Q2 2026, its #645 holding.
  • Ameritas Investment Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • Ameritas Investment Partners's iShares ESG Optimized MSCI USA ETF position peaked at $1.97M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.