Baron Silver Stevens Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Baron Silver Stevens Financial Advisors’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	$239K	Hold	1,551	–	–	0.03%	131
2026 Q1	$205K	Sell	1,551 -50	-3%	-$6.93K	0.03%	134
2025 Q4	$223K	Sell	1,601 -104	-6%	-$14.4K	0.03%	127
2025 Q3	$231K	Sell	1,705 -74	-4%	-$9.66K	0.03%	133
2025 Q2	$225K	Hold	1,779	–	–	0.04%	131
2025 Q1	$204K	Sell	1,779 -42	-2%	-$5.09K	0.04%	122
2024 Q4	$221K	Hold	1,821	–	–	0.04%	117
2024 Q3	$219K	Hold	1,821	–	–	0.04%	110
2024 Q2	$205K	Sell	1,821 -120	-6%	-$13K	0.04%	110
2024 Q1	$212K	Buy	+1,941	New	+$202K	0.04%	121
2023 Q3	–	Sell	-2,256	Closed	-$211K	–	110
2023 Q2	$211K	Buy	+2,256	New	+$200K	0.05%	104
2022 Q2	–	Sell	-2,206	Closed	-$213K	–	110
2022 Q1	$213K	Hold	2,206	–	–	0.05%	93
2021 Q4	$234K	Hold	2,206	–	–	0.06%	75
2021 Q3	$211K	Hold	2,206	–	–	0.06%	73
2021 Q2	$210K	Buy	+2,206	New	+$204K	0.06%	83
2021 Q1	–	Sell	-2,206	Closed	-$181K	–	407
2020 Q4	$181K	Buy	+2,206	New	+$172K	0.06%	67

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SUSA Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,551 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #131.

Baron Silver Stevens Financial Advisors first reported a position in SUSA in Q4 2020 and has held it in 16 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,551 shares of iShares ESG Optimized MSCI USA ETF worth $239K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #131 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 16 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.