Bessemer Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bessemer Group’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	$378K	Sell	2,865 -2	-0.1%	-$277	﹤0.01%	1214
2025 Q4	$400K	Buy	+2,867	New	+$396K	﹤0.01%	1199
2025 Q3	–	Sell	-5,430	Closed	-$688K	–	2719
2025 Q2	$688K	Buy	+5,430	New	+$640K	﹤0.01%	732
2022 Q2	–	Sell	-4,126	Closed	-$400K	–	2025
2022 Q1	$400K	Buy	+4,126	New	+$400K	﹤0.01%	680
2014 Q3	–	Sell	-11,860	Closed	-$488K	–	1383
2014 Q2	$488K	Buy	+11,860	New	+$471K	﹤0.01%	577

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Bessemer Group's SUSA Position: Q1 2026 in Review

Bessemer Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.07% in Q1 2026, selling an estimated $277 and leaving 2,865 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Bessemer Group first reported a position in SUSA in Q2 2014 and has held it in 5 quarters since. The position peaked at $688K in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Bessemer Group held 2,865 shares of iShares ESG Optimized MSCI USA ETF worth $378K as of Q1 2026.
Bessemer Group sold 2 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $277.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1214 holding.
Bessemer Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2014 and has held it in 5 quarters since.
Bessemer Group's iShares ESG Optimized MSCI USA ETF position peaked at $688K in Q2 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.