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

Ancora Advisors’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
2025
Q3 		– Sell
-9
Closed -$1.14K – 2054
2025
Q2 		$1.14K Hold
9
– – ﹤0.01% 1731
2025
Q1 		$1.03K Buy
+9
New +$1.09K ﹤0.01% 1582

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's SUSA Position: Q3 2025 in Review

Ancora Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 9 shares — an estimated $1.14K sold.

Ancora Advisors first reported a position in SUSA in Q1 2025 and held it in 2 quarters. The position peaked at $1.14K in Q2 2025. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Ancora Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Ancora Advisors sold 9 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $1.14K.
  • Ancora Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and held it in 2 quarters.
  • Ancora Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.14K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.