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Bath Savings Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bath Savings Trust’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 		$231K Buy
+1,500
New +$221K 0.02% 167
2026
Q1 		– Sell
-1,500
Closed -$209K – 173
2025
Q4 		$209K Hold
1,500
– – 0.02% 163
2025
Q3 		$203K Buy
+1,500
New +$196K 0.02% 167

Other funds holding SUSA

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bath Savings Trust's SUSA Position: Q2 2026 in Review

Bath Savings Trust opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,500 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: Bath Savings Trust previously reported a position in SUSA as recently as Q4 2025.

Bath Savings Trust first reported a position in SUSA in Q3 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bath Savings Trust held 1,500 shares of iShares ESG Optimized MSCI USA ETF worth $231K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Bath Savings Trust position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Bath Savings Trust's portfolio in Q2 2026, its #167 holding.
  • Bath Savings Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.