Bank of America
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Bank of America’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bank of America’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 		$193M Sell
1,461,098
-154,971
-10% -$21.5M 0.01% 753
2025
Q4 		$225M Buy
1,616,069
+174,186
+12% +$24.1M 0.02% 686
2025
Q3 		$196M Sell
1,441,883
-22,984
-2% -$3M 0.01% 822
2025
Q2 		$186M Sell
1,464,867
-20,750
-1% -$2.45M 0.01% 823
2025
Q1 		$171M Sell
1,485,617
-1,812
-0.1% -$220K 0.01% 795
2024
Q4 		$181M Sell
1,487,429
-5,587
-0.4% -$685K 0.02% 728
2024
Q3 		$180M Sell
1,493,016
-9,360
-0.6% -$1.08M 0.01% 764
2024
Q2 		$169M Sell
1,502,376
-33,481
-2% -$3.63M 0.01% 752
2024
Q1 		$168M Sell
1,535,857
-286,234
-16% -$29.8M 0.02% 767
2023
Q4 		$183M Buy
1,822,091
+53,013
+3% +$4.95M 0.02% 651
2023
Q3 		$159M Sell
1,769,078
-17,105
-1% -$1.61M 0.02% 682
2023
Q2 		$167M Sell
1,786,183
-190,502
-10% -$16.9M 0.02% 666
2023
Q1 		$173M Sell
1,976,685
-590,756
-23% -$50.8M 0.02% 693
2022
Q4 		$211M Buy
2,567,441
+367,640
+17% +$30.3M 0.02% 572
2022
Q3 		$167M Sell
2,199,801
-137,409
-6% -$11.7M 0.02% 644
2022
Q2 		$189M Sell
2,337,210
-205,999
-8% -$18.1M 0.02% 622
2022
Q1 		$246M Sell
2,543,209
-150,971
-6% -$14.6M 0.02% 566
2021
Q4 		$286M Buy
2,694,180
+242,571
+10% +$24.9M 0.03% 527
2021
Q3 		$235M Buy
2,451,609
+176,901
+8% +$17.5M 0.02% 568
2021
Q2 		$217M Buy
2,274,708
+63,450
+3% +$5.87M 0.02% 591
2021
Q1 		$194M Buy
2,211,258
+204,963
+10% +$17.5M 0.02% 589
2020
Q4 		$165M Buy
2,006,295
+169,739
+9% +$13.3M 0.02% 577
2020
Q3 		$135M Buy
1,836,556
+195,300
+12% +$14.1M 0.02% 636
2020
Q2 		$110M Buy
1,641,256
+337,464
+26% +$21.1M 0.02% 655
2020
Q1 		$71.6M Sell
1,303,792
-198,366
-13% -$12.7M 0.01% 764
2019
Q4 		$101M Buy
1,502,158
+122,186
+9% +$7.81M 0.01% 767
2019
Q3 		$85.3M Sell
1,379,972
-1,829,852
-57% -$112M 0.01% 830
2019
Q2 		$196M Buy
3,209,824
+487,498
+18% +$29.2M 0.03% 493
2019
Q1 		$161M Buy
2,722,326
+514,616
+23% +$29M 0.03% 551
2018
Q4 		$114M Buy
2,207,710
+822,380
+59% +$45.6M 0.02% 622
2018
Q3 		$82.7M Buy
1,385,330
+225,132
+19% +$13.2M 0.01% 815
2018
Q2 		$65.4M Buy
1,160,198
+211,392
+22% +$11.9M 0.01% 919
2018
Q1 		$52.6M Sell
948,806
-27,738
-3% -$1.58M 0.01% 1019
2017
Q4 		$54.2M Sell
976,544
-444,490
-31% -$24.1M 0.01% 1035
2017
Q3 		$74.2M Buy
1,421,034
+624,526
+78% +$32.3M 0.01% 904
2017
Q2 		$40.7M Sell
796,508
-87,666
-10% -$4.41M 0.01% 1165
2017
Q1 		$43.4M Sell
884,174
-110,484
-11% -$5.3M 0.01% 1137
2016
Q4 		$45.8M Buy
994,658
+44,024
+5% +$2M 0.01% 1068
2016
Q3 		$43.2M Buy
950,634
+148,440
+19% +$6.69M 0.01% 1071
2016
Q2 		$34.7M Buy
802,194
+118,166
+17% +$5.07M 0.01% 1209
2016
Q1 		$29.1M Buy
684,028
+85,598
+14% +$3.42M 0.01% 1287
2015
Q4 		$24.9M Buy
598,430
+90,956
+18% +$3.82M 0.01% 1463
2015
Q3 		$20M Buy
507,474
+99,004
+24% +$4.12M 0.01% 1616
2015
Q2 		$17.4M Buy
408,470
+20,828
+5% +$907K 0.01% 1518
2015
Q1 		$16.6M Buy
387,642
+7,766
+2% +$333K 0.01% 1494
2014
Q4 		$16.4M Buy
379,876
+36,426
+11% +$1.53M 0.01% 1539
2014
Q3 		$14.1M Sell
343,450
-24,264
-7% -$1M ﹤0.01% 1666
2014
Q2 		$15.1M Sell
367,714
-1,868
-0.5% -$74.2K ﹤0.01% 1602
2014
Q1 		$14.4M Buy
369,582
+15,892
+4% +$609K 0.01% 1497
2013
Q4 		$13.6M Buy
353,690
+28,398
+9% +$1.05M ﹤0.01% 1588
2013
Q3 		$11.5M Buy
325,292
+29,338
+10% +$1.03M ﹤0.01% 1661
2013
Q2 		$10M Buy
+295,954
New +$10.1M ﹤0.01% 1724

Other funds holding SUSA

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 $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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America's SUSA Position: Q1 2026 in Review

Bank of America reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.6% in Q1 2026, selling an estimated $21.5M and leaving 1,461,098 shares worth $193M. The position accounts for 0.01% of the portfolio, ranked #753.

Bank of America first reported a position in SUSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $286M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Bank of America held 1,461,098 shares of iShares ESG Optimized MSCI USA ETF worth $193M as of Q1 2026.
  • Bank of America sold 154,971 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $21.5M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #753 holding.
  • Bank of America first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares ESG Optimized MSCI USA ETF position peaked at $286M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.