Bradley Foster & Sargent’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bradley Foster & Sargent’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	$513K	Sell	3,325 -25	-0.7%	-$3.69K	0.01%	406
2026 Q1	$443K	Hold	3,350	–	–	0.01%	407
2025 Q4	$467K	Sell	3,350 -250	-7%	-$34.5K	0.01%	401
2025 Q3	$488K	Hold	3,600	–	–	0.01%	391
2025 Q2	$456K	Hold	3,600	–	–	0.01%	400
2025 Q1	$414K	Hold	3,600	–	–	0.01%	362
2024 Q4	$438K	Hold	3,600	–	–	0.01%	374
2024 Q3	$433K	Hold	3,600	–	–	0.01%	373
2024 Q2	$405K	Hold	3,600	–	–	0.01%	374
2024 Q1	$393K	Hold	3,600	–	–	0.01%	369
2023 Q4	$362K	Sell	3,600 -175	-5%	-$16.3K	0.01%	377
2023 Q3	$353K	Hold	3,775	–	–	0.01%	374
2023 Q2	$353K	Hold	3,775	–	–	0.01%	374
2023 Q1	$331K	Hold	3,775	–	–	0.01%	368
2022 Q4	$311K	Buy	3,775 +100	+3%	+$8.24K	0.01%	370
2022 Q3	$279K	Hold	3,675	–	–	0.01%	378
2022 Q2	$297K	Hold	3,675	–	–	0.01%	383
2022 Q1	$356K	Buy	+3,675	New	+$356K	0.01%	389

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

Bradley Foster & Sargent's SUSA Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.75% in Q2 2026, selling an estimated $3.69K and leaving 3,325 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #406.

Bradley Foster & Sargent first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Bradley Foster & Sargent held 3,325 shares of iShares ESG Optimized MSCI USA ETF worth $513K as of Q2 2026.
Bradley Foster & Sargent sold 25 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.69K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #406 holding.
Bradley Foster & Sargent first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.