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Bartlett & Co Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bartlett & Co Wealth Management’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 		$402K Hold
2,760
– – 0.01% 368
2025
Q4 		$385K Hold
2,760
– – 0.01% 365
2025
Q3 		$374K Hold
2,760
– – 0.01% 371
2025
Q2 		$350K Hold
2,760
– – ﹤0.01% 376
2025
Q1 		$317K Hold
2,760
– – ﹤0.01% 391
2024
Q4 		$336K Hold
2,760
– – ﹤0.01% 380
2024
Q3 		$332K Sell
2,760
-60
-2% -$6.92K ﹤0.01% 386
2024
Q2 		$317K Hold
2,820
– – ﹤0.01% 387
2024
Q1 		$308K Hold
2,820
– – ﹤0.01% 398
2023
Q4 		$284K Hold
2,820
– – ﹤0.01% 425
2023
Q3 		$255K Hold
2,820
– – ﹤0.01% 419
2023
Q2 		$264K Hold
2,820
– – ﹤0.01% 419
2023
Q1 		$248K Hold
2,820
– – ﹤0.01% 356
2022
Q4 		$232K Sell
2,820
-200
-7% -$16.5K ﹤0.01% 365
2022
Q3 		$229K Sell
3,020
-27
-0.9% -$2.3K ﹤0.01% 356
2022
Q2 		$246K Sell
3,047
-40
-1% -$3.51K 0.01% 343
2022
Q1 		$299K Hold
3,087
– – 0.01% 343
2021
Q4 		$328K Hold
3,087
– – 0.01% 342
2021
Q3 		$296K Sell
3,087
-235
-7% -$23.2K 0.01% 306
2021
Q2 		$317K Sell
3,322
-28
-0.8% -$2.59K 0.01% 295
2021
Q1 		$294K Sell
3,350
-50
-1% -$4.26K 0.01% 302
2020
Q4 		$280K Hold
3,400
– – 0.01% 303
2020
Q3 		$250K Sell
3,400
-150
-4% -$10.8K 0.01% 293
2020
Q2 		$237K Sell
3,550
-330
-9% -$20.6K 0.01% 295
2020
Q1 		$213K Hold
3,880
– – 0.01% 291
2019
Q4 		$260K Hold
3,880
– – 0.01% 304
2019
Q3 		$240K Sell
3,880
-37,928
-91% -$2.32M 0.01% 307
2019
Q2 		$2.55M Buy
41,808
+3,470
+9% +$208K 0.1% 115
2019
Q1 		$2.27M Buy
38,338
+4,256
+12% +$240K 0.09% 122
2018
Q4 		$1.76M Buy
34,082
+590
+2% +$32.7K 0.07% 133
2018
Q3 		$2.01M Buy
33,492
+3,780
+13% +$222K 0.08% 128
2018
Q2 		$1.68M Buy
29,712
+3,290
+12% +$185K 0.07% 134
2018
Q1 		$1.46M Buy
+26,422
New +$1.5M 0.06% 139

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

Bartlett & Co Wealth Management's SUSA Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,760 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #368.

Bartlett & Co Wealth Management first reported a position in SUSA in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.55M in Q2 2019. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,760 shares of iShares ESG Optimized MSCI USA ETF worth $402K as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #368 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $2.55M in Q2 2019.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.