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

Bank of New Hampshire’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 		$893K Hold
5,790
– – 0.19% 112
2026
Q1 		$765K Hold
5,790
– – 0.17% 115
2025
Q4 		$807K Sell
5,790
-200
-3% -$27.6K 0.18% 108
2025
Q3 		$813K Hold
5,990
– – 0.19% 103
2025
Q2 		$759K Hold
5,990
– – 0.19% 109
2025
Q1 		$688K Sell
5,990
-2,470
-29% -$299K 0.18% 117
2024
Q4 		$1.03M Sell
8,460
-1,600
-16% -$196K 0.26% 87
2024
Q3 		$1.21M Sell
10,060
-425
-4% -$49K 0.3% 82
2024
Q2 		$1.18M Hold
10,485
– – 0.31% 84
2024
Q1 		$1.14M Sell
10,485
-847
-7% -$88.2K 0.3% 85
2023
Q4 		$1.14M Sell
11,332
-10,971
-49% -$1.02M 0.32% 84
2023
Q3 		$2.01M Sell
22,303
-5,310
-19% -$500K 0.6% 48
2023
Q2 		$2.59M Sell
27,613
-250
-0.9% -$22.2K 0.74% 41
2023
Q1 		$2.45M Sell
27,863
-3,840
-12% -$330K 0.73% 40
2022
Q4 		$2.61M Sell
31,703
-5,645
-15% -$465K 0.79% 40
2022
Q3 		$2.83M Sell
37,348
-10
-0% -$851 0.89% 35
2022
Q2 		$3.01M Sell
37,358
-4,610
-11% -$405K 0.87% 28
2022
Q1 		$4.06M Sell
41,968
-580
-1% -$56.2K 0.99% 25
2021
Q4 		$4.52M Buy
42,548
+4,669
+12% +$480K 1.1% 20
2021
Q3 		$3.62M Hold
37,879
– – 0.97% 28
2021
Q2 		$3.62M Buy
+37,879
New +$3.5M 0.97% 28

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of New Hampshire's SUSA Position: Q2 2026 in Review

Bank of New Hampshire held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 5,790 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #112.

Bank of New Hampshire first reported a position in SUSA in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.52M in Q4 2021. 377 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bank of New Hampshire held 5,790 shares of iShares ESG Optimized MSCI USA ETF worth $893K as of Q2 2026.
  • Bank of New Hampshire left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.19% of Bank of New Hampshire's portfolio in Q2 2026, its #112 holding.
  • Bank of New Hampshire first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • Bank of New Hampshire's iShares ESG Optimized MSCI USA ETF position peaked at $4.52M in Q4 2021.
  • 377 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.