Bear Mountain Capital
SUSA icon

Bear Mountain Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bear Mountain Capital’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
Q3 		$6.53M Buy
41,957
+2,768
+7% +$432K 1.83% 12
2026
Q2 		$6.08M Buy
39,189
+735
+2% +$109K 1.76% 13
2026
Q1 		$5.53M Buy
38,454
+949
+3% +$132K 1.66% 13
2025
Q4 		$5.32M Buy
37,505
+112
+0.3% +$15.5K 1.72% 13
2025
Q3 		$5.13M Sell
37,393
-506
-1% -$66.1K 1.72% 13
2025
Q2 		$4.85M Buy
37,899
+1,507
+4% +$178K 1.74% 13
2025
Q1 		$4.16M Buy
36,392
+714
+2% +$86.6K 1.61% 13
2024
Q4 		$4.51M Sell
35,678
-1,231
-3% -$151K 1.75% 13
2024
Q3 		$4.47M Sell
36,909
-583
-2% -$67.3K 1.76% 13
2024
Q2 		$4.35M Buy
37,492
+1,291
+4% +$140K 1.77% 13
2024
Q1 		$3.74M Sell
36,201
-5,247
-13% -$546K 1.61% 13
2023
Q4 		$4.14M Buy
+41,448
New +$3.87M 1.74% 12

Other funds holding SUSA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bear Mountain Capital's SUSA Position: Q3 2026 in Review

Bear Mountain Capital increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.1% in Q3 2026, buying an estimated $432K and bringing the position to 41,957 shares worth $6.53M. The position accounts for 1.83% of the portfolio, ranked #12.

Bear Mountain Capital first reported a position in SUSA in Q4 2023 and has held it in 12 quarters since. 466 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Bear Mountain Capital held 41,957 shares of iShares ESG Optimized MSCI USA ETF worth $6.53M as of Q3 2026.
  • Bear Mountain Capital bought 2,768 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $432K.
  • iShares ESG Optimized MSCI USA ETF made up 1.83% of Bear Mountain Capital's portfolio in Q3 2026, its #12 holding.
  • Bear Mountain Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
  • 466 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.