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 Q2	$426K	Hold	2,760	–	–	0.01%	371
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 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 29.18% 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

Bartlett & Co Wealth Management's SUSA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,760 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #371.

Bartlett & Co Wealth Management first reported a position in SUSA in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.55M in Q2 2019. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Bartlett & Co Wealth Management held 2,760 shares of iShares ESG Optimized MSCI USA ETF worth $426K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #371 holding.
Bartlett & Co Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 34 quarters since.
Bartlett & Co Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $2.55M in Q2 2019.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.