Bank Julius Baer & Co
SUSA icon

Bank Julius Baer & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bank Julius Baer & Co’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 		$552K Sell
4,181
-276
-6% -$38.3K ﹤0.01% 431
2025
Q4 		$621K Sell
4,457
-5,419
-55% -$748K ﹤0.01% 406
2025
Q3 		$1.34M Buy
9,876
+27
+0.3% +$3.53K ﹤0.01% 354
2025
Q2 		$1.25M Buy
9,849
+1
+0% +$118 ﹤0.01% 324
2025
Q1 		$1.13M Buy
9,848
+666
+7% +$80.7K ﹤0.01% 310
2024
Q4 		$1.23M Buy
9,182
+695
+8% +$85.3K ﹤0.01% 304
2024
Q3 		$1.21M Sell
8,487
-610
-7% -$70.4K ﹤0.01% 276
2024
Q2 		$1.14M Sell
9,097
-4,513
-33% -$489K ﹤0.01% 230
2024
Q1 		$1.49M Sell
13,610
-48
-0.4% -$5K 0.01% 241
2023
Q4 		$1.37M Sell
13,658
-153
-1% -$14.3K 0.01% 260
2023
Q3 		$1.24M Buy
13,811
+350
+3% +$32.9K 0.01% 246
2023
Q2 		$1.26M Sell
13,461
-189
-1% -$16.8K 0.01% 248
2023
Q1 		$1.2M Sell
13,650
-6,307
-32% -$542K 0.01% 252
2022
Q4 		$1.64M Buy
19,957
+127
+0.6% +$10.5K 0.01% 217
2022
Q3 		$1.5M Sell
19,830
-224
-1% -$19.1K 0.01% 209
2022
Q2 		$1.62M Buy
20,054
+10,045
+100% +$882K 0.01% 228
2022
Q1 		$969K Sell
10,009
-16,261
-62% -$1.58M 0.01% 284
2021
Q4 		$2.79M Sell
26,270
-12,568
-32% -$1.29M 0.01% 241
2021
Q3 		$3.73M Buy
38,838
+7,940
+26% +$785K 0.02% 211
2021
Q2 		$2.95M Buy
30,898
+6,710
+28% +$621K 0.02% 244
2021
Q1 		$2.12M Sell
24,188
-19,047
-44% -$1.62M 0.02% 266
2020
Q4 		$3.56M Buy
43,235
+63
+0.1% +$4.92K 0.03% 214
2020
Q3 		$3.17M Buy
43,172
+15,672
+57% +$1.13M 0.03% 181
2020
Q2 		$1.84M Sell
27,500
-2,388
-8% -$149K 0.02% 203
2020
Q1 		$1.64M Buy
+29,888
New +$1.92M 0.04% 173

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 $202B AUM 37.79% 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 $2.06B AUM 24.94% 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 $6.73T AUM 46.02% 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

Bank Julius Baer & Co's SUSA Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 6.2% in Q1 2026, selling an estimated $38.3K and leaving 4,181 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Bank Julius Baer & Co first reported a position in SUSA in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.73M in Q3 2021. 518 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Bank Julius Baer & Co held 4,181 shares of iShares ESG Optimized MSCI USA ETF worth $552K as of Q1 2026.
  • Bank Julius Baer & Co sold 276 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $38.3K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #431 holding.
  • Bank Julius Baer & Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's iShares ESG Optimized MSCI USA ETF position peaked at $3.73M in Q3 2021.
  • 518 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.