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Atlantic Union Bankshares’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Atlantic Union Bankshares’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 		$128K Hold
832
– – ﹤0.01% 717
2026
Q1 		$110K Hold
832
– – ﹤0.01% 725
2025
Q4 		$116K Hold
832
– – ﹤0.01% 710
2025
Q3 		$113K Hold
832
– – ﹤0.01% 727
2025
Q2 		$105K Buy
+832
New +$98.1K ﹤0.01% 547

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

Atlantic Union Bankshares's SUSA Position: Q2 2026 in Review

Atlantic Union Bankshares held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 832 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Atlantic Union Bankshares first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Atlantic Union Bankshares held 832 shares of iShares ESG Optimized MSCI USA ETF worth $128K as of Q2 2026.
  • Atlantic Union Bankshares left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #717 holding.
  • Atlantic Union Bankshares first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.