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

Aspiriant LLC’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	$6.25M	Sell	40,507 -1,500	-4%	-$221K	0.15%	66
2026 Q1	$5.55M	Hold	42,007	–	–	0.16%	65
2025 Q4	$5.85M	Buy	42,007 +35,139	+512%	+$4.85M	0.17%	66
2025 Q3	$932K	Hold	6,868	–	–	0.03%	152
2025 Q2	$871K	Hold	6,868	–	–	0.03%	156
2025 Q1	$789K	Hold	6,868	–	–	0.03%	157
2024 Q4	$835K	Buy	+6,868	New	+$843K	0.03%	156
2024 Q3	–	Sell	-3,412	Closed	-$383K	–	308
2024 Q2	$383K	Buy	+3,412	New	+$370K	0.02%	204

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's SUSA Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.6% in Q2 2026, selling an estimated $221K and leaving 40,507 shares worth $6.25M. The position accounts for 0.15% of the portfolio, ranked #66.

Aspiriant LLC first reported a position in SUSA in Q2 2024 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Aspiriant LLC held 40,507 shares of iShares ESG Optimized MSCI USA ETF worth $6.25M as of Q2 2026.
Aspiriant LLC sold 1,500 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $221K.
iShares ESG Optimized MSCI USA ETF made up 0.15% of Aspiriant LLC's portfolio in Q2 2026, its #66 holding.
Aspiriant LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.