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Bell Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bell Bank’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 		$581K Sell
3,766
-36
-0.9% -$5.32K 0.02% 125
2026
Q1 		$502K Buy
+3,802
New +$527K 0.02% 125
2025
Q3 		– Sell
-4,715
Closed -$598K – 211
2025
Q2 		$598K Sell
4,715
-139
-3% -$16.4K 0.03% 132
2025
Q1 		$558K Sell
4,854
-365
-7% -$44.3K 0.03% 125
2024
Q4 		$635K Sell
5,219
-52
-1% -$6.38K 0.05% 124
2024
Q3 		$634K Sell
5,271
-342
-6% -$39.5K 0.08% 118
2024
Q2 		$631K Sell
5,613
-2,230
-28% -$242K 0.05% 118
2024
Q1 		$856K Sell
7,843
-159
-2% -$16.6K 0.07% 105
2023
Q4 		$804K Hold
8,002
– – 0.08% 103
2023
Q3 		$720K Sell
8,002
-257
-3% -$24.2K 0.08% 105
2023
Q2 		$773K Hold
8,259
– – 0.08% 103
2023
Q1 		$725K Hold
8,259
– – 0.08% 110
2022
Q4 		$680K Sell
8,259
-303
-4% -$25K 0.08% 112
2022
Q3 		$650K Sell
8,562
-253
-3% -$21.5K 0.08% 111
2022
Q2 		$711K Buy
8,815
+350
+4% +$30.7K 0.09% 115
2022
Q1 		$820K Sell
8,465
-272
-3% -$26.4K 0.09% 101
2021
Q4 		$928K Buy
8,737
+1,562
+22% +$161K 0.11% 97
2021
Q3 		$688K Buy
7,175
+714
+11% +$70.5K 0.09% 104
2021
Q2 		$617K Sell
6,461
-374
-5% -$34.6K 0.08% 114
2021
Q1 		$600K Buy
6,835
+157
+2% +$13.4K 0.09% 113
2020
Q4 		$550K Sell
6,678
-582
-8% -$45.5K 0.08% 114
2020
Q3 		$534K Buy
7,260
+664
+10% +$48K 0.09% 109
2020
Q2 		$441K Hold
6,596
– – 0.08% 116
2020
Q1 		$362K Sell
6,596
-336
-5% -$21.5K 0.08% 113
2019
Q4 		$465K Hold
6,932
– – 0.08% 111
2019
Q3 		$428K Buy
+6,932
New +$424K 0.08% 111

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bell Bank's SUSA Position: Q2 2026 in Review

Bell Bank reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.95% in Q2 2026, selling an estimated $5.32K and leaving 3,766 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #125.

Bell Bank first reported a position in SUSA in Q3 2019 and has held it in 26 quarters since. The position peaked at $928K in Q4 2021. 102 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bell Bank held 3,766 shares of iShares ESG Optimized MSCI USA ETF worth $581K as of Q2 2026.
  • Bell Bank sold 36 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.32K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #125 holding.
  • Bell Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and has held it in 26 quarters since.
  • Bell Bank's iShares ESG Optimized MSCI USA ETF position peaked at $928K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.