B
SUSA icon

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

Birchbrook’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 		$307K Sell
1,991
-289
-13% -$42.7K 0.14% 72
2026
Q1 		$301K Sell
2,280
-1,289
-36% -$179K 0.15% 66
2025
Q4 		$497K Sell
3,569
-40
-1% -$5.52K 0.25% 52
2025
Q3 		$490K Sell
3,609
-382
-10% -$49.9K 0.25% 51
2025
Q2 		$506K Sell
3,991
-1,601
-29% -$189K 0.27% 51
2025
Q1 		$642K Sell
5,592
-8,427
-60% -$1.02M 0.36% 45
2024
Q4 		$1.7M Sell
14,019
-1,022
-7% -$125K 0.97% 23
2024
Q3 		$1.81M Buy
15,041
+52
+0.3% +$6K 1% 20
2024
Q2 		$1.68M Sell
14,989
-589
-4% -$63.8K 1.01% 22
2024
Q1 		$1.7M Buy
15,578
+355
+2% +$37K 1.01% 24
2023
Q4 		$1.53M Buy
+15,223
New +$1.42M 1.01% 24

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

Birchbrook's SUSA Position: Q2 2026 in Review

Birchbrook reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 13% in Q2 2026, selling an estimated $42.7K and leaving 1,991 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #72.

Birchbrook first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Birchbrook held 1,991 shares of iShares ESG Optimized MSCI USA ETF worth $307K as of Q2 2026.
  • Birchbrook sold 289 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $42.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of Birchbrook's portfolio in Q2 2026, its #72 holding.
  • Birchbrook first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's iShares ESG Optimized MSCI USA ETF position peaked at $1.81M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.