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Aufman Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Aufman Associates’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
Q1 		$356K Buy
2,692
+111
+4% +$15.4K 0.17% 39
2025
Q4 		$360K Sell
2,581
-8
-0.3% -$1.1K 0.18% 40
2025
Q3 		$351K Sell
2,589
-26
-1% -$3.4K 0.2% 40
2025
Q2 		$331K Buy
2,615
+4
+0.2% +$472 0.2% 39
2025
Q1 		$300K Buy
2,611
+6
+0.2% +$727 0.21% 40
2024
Q4 		$317K Buy
+2,605
New +$320K 0.21% 38

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Aufman Associates's SUSA Position: Q1 2026 in Review

Aufman Associates increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.3% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,692 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #39.

Aufman Associates first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Aufman Associates held 2,692 shares of iShares ESG Optimized MSCI USA ETF worth $356K as of Q1 2026.
  • Aufman Associates bought 111 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $15.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.17% of Aufman Associates's portfolio in Q1 2026, its #39 holding.
  • Aufman Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Aufman Associates's iShares ESG Optimized MSCI USA ETF position peaked at $360K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.