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Argyle Capital Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Argyle Capital 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 		– Sell
-1,696
Closed -$224K – 185
2026
Q1 		$224K Hold
1,696
– – 0.16% 148
2025
Q4 		$236K Hold
1,696
– – 0.17% 134
2025
Q3 		$230K Hold
1,696
– – 0.17% 148
2025
Q2 		$215K Buy
+1,696
New +$200K 0.18% 138
2025
Q1 		– Sell
-1,696
Closed -$206K – 146
2024
Q4 		$206K Buy
+1,696
New +$208K 0.18% 133

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

Argyle Capital Partners's SUSA Position: Q2 2026 in Review

Argyle Capital Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 1,696 shares — an estimated $224K sold.

Argyle Capital Partners first reported a position in SUSA in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Argyle Capital Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Argyle Capital Partners sold 1,696 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $224K.
  • Argyle Capital Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and held it in 5 quarters.
  • Argyle Capital Partners's iShares ESG Optimized MSCI USA ETF position peaked at $236K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.