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Bigelow Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bigelow Investment Advisors’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 		$1.54M Sell
9,998
-243
-2% -$35.9K 0.56% 49
2026
Q1 		$1.35M Sell
10,241
-1,478
-13% -$205K 0.54% 49
2025
Q4 		$1.63M Sell
11,719
-911
-7% -$126K 0.64% 45
2025
Q3 		$1.71M Buy
12,630
+137
+1% +$17.9K 0.69% 42
2025
Q2 		$1.58M Sell
12,493
-39
-0.3% -$4.6K 0.7% 40
2025
Q1 		$1.44M Sell
12,532
-634
-5% -$76.9K 0.68% 43
2024
Q4 		$1.6M Sell
13,166
-1,375
-9% -$169K 0.75% 35
2024
Q3 		$1.75M Buy
14,541
+299
+2% +$34.5K 0.78% 33
2024
Q2 		$1.6M Sell
14,242
-767
-5% -$83.1K 0.76% 34
2024
Q1 		$1.64M Sell
15,009
-361
-2% -$37.6K 0.81% 32
2023
Q4 		$1.54M Sell
15,370
-597
-4% -$55.7K 0.84% 32
2023
Q3 		$1.44M Sell
15,967
-30
-0.2% -$2.82K 0.82% 34
2023
Q2 		$1.5M Sell
15,997
-48
-0.3% -$4.26K 0.82% 32
2023
Q1 		$1.41M Sell
16,045
-2,974
-16% -$256K 0.81% 37
2022
Q4 		$1.57M Buy
19,019
+643
+3% +$53K 0.91% 30
2022
Q3 		$1.4M Buy
18,376
+912
+5% +$77.6K 0.83% 35
2022
Q2 		$1.41M Sell
17,464
-659
-4% -$57.9K 0.77% 40
2022
Q1 		$1.75M Buy
18,123
+2,119
+13% +$205K 0.82% 35
2021
Q4 		$1.7M Buy
16,004
+1,033
+7% +$106K 0.77% 35
2021
Q3 		$1.44M Buy
14,971
+2,468
+20% +$244K 0.71% 36
2021
Q2 		$1.2M Hold
12,503
– – 0.58% 47
2021
Q1 		$1.1M Buy
12,503
+1,078
+9% +$92K 0.56% 49
2020
Q4 		$941K Buy
11,425
+347
+3% +$27.1K 0.5% 55
2020
Q3 		$815K Buy
11,078
+1,188
+12% +$85.8K 0.48% 57
2020
Q2 		$661K Buy
9,890
+70
+0.7% +$4.38K 0.43% 63
2020
Q1 		$539K Buy
9,820
+740
+8% +$47.4K 0.4% 67
2019
Q4 		$608K Buy
9,080
+520
+6% +$33.3K 0.36% 79
2019
Q3 		$529K Buy
8,560
+1,330
+18% +$81.4K 0.34% 87
2019
Q2 		$441K Buy
7,230
+518
+8% +$31K 0.3% 95
2019
Q1 		$397K Buy
6,712
+1,762
+36% +$99.3K 0.28% 102
2018
Q4 		$255K Sell
4,950
-150
-3% -$8.32K 0.19% 128
2018
Q3 		$304K Buy
+5,100
New +$299K 0.2% 123

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bigelow Investment Advisors's SUSA Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.4% in Q2 2026, selling an estimated $35.9K and leaving 9,998 shares worth $1.54M. The position accounts for 0.56% of the portfolio, ranked #49.

Bigelow Investment Advisors first reported a position in SUSA in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.75M in Q1 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bigelow Investment Advisors held 9,998 shares of iShares ESG Optimized MSCI USA ETF worth $1.54M as of Q2 2026.
  • Bigelow Investment Advisors sold 243 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $35.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.56% of Bigelow Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 32 quarters since.
  • Bigelow Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.75M in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.