BigSur Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BigSur Wealth Management’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	$4.94M	Hold	32,000	–	–	1.19%	22
2026 Q1	$4.23M	Hold	32,000	–	–	1.19%	22
2025 Q4	$4.46M	Hold	32,000	–	–	1.08%	24
2025 Q3	$4.34M	Hold	32,000	–	–	1.06%	26
2025 Q2	$4.06M	Hold	32,000	–	–	1.02%	26
2025 Q1	$3.68M	Hold	32,000	–	–	1%	29
2024 Q4	$3.89M	Hold	32,000	–	–	1.11%	26
2024 Q3	$3.85M	Hold	32,000	–	–	1.06%	25
2024 Q2	$3.6M	Hold	32,000	–	–	1.1%	24
2024 Q1	$3.49M	Hold	32,000	–	–	1.09%	22
2023 Q4	$3.22M	Hold	32,000	–	–	1.53%	14
2023 Q3	$2.89M	Hold	32,000	–	–	1.46%	16
2023 Q2	$3M	Hold	32,000	–	–	1.43%	17
2023 Q1	$2.81M	Hold	32,000	–	–	1.32%	19
2022 Q4	$2.63M	Hold	32,000	–	–	1.27%	20
2022 Q3	$2.43M	Hold	32,000	–	–	1.23%	22
2022 Q2	$2.58M	Hold	32,000	–	–	1.22%	24
2022 Q1	$3.1M	Hold	32,000	–	–	1.21%	23
2021 Q4	$3.4M	Hold	32,000	–	–	1.33%	21
2021 Q3	$3.07M	Hold	32,000	–	–	1.38%	20
2021 Q2	$3.06M	Hold	32,000	–	–	1.38%	19
2021 Q1	$2.81M	Hold	32,000	–	–	1.44%	16
2020 Q4	$2.63M	Hold	32,000	–	–	1.49%	16
2020 Q3	$2.35M	Hold	32,000	–	–	1.5%	14
2020 Q2	$2.14M	Buy	+32,000	New	+$2M	1.53%	15

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BigSur Wealth Management's SUSA Position: Q2 2026 in Review

BigSur Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 32,000 shares worth $4.94M. The position accounts for 1.19% of the portfolio, ranked #22.

BigSur Wealth Management first reported a position in SUSA in Q2 2020 and has held it in 25 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

BigSur Wealth Management held 32,000 shares of iShares ESG Optimized MSCI USA ETF worth $4.94M as of Q2 2026.
BigSur Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 1.19% of BigSur Wealth Management's portfolio in Q2 2026, its #22 holding.
BigSur Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.