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Brighton Jones LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Brighton Jones LLC’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
2025
Q4 		– Sell
-5,076
Closed -$689K – 838
2025
Q3 		$689K Buy
5,076
+1
+0% +$131 0.02% 518
2025
Q2 		$643K Buy
5,075
+16
+0.3% +$1.89K 0.02% 455
2025
Q1 		$581K Sell
5,059
-519
-9% -$62.9K 0.02% 357
2024
Q4 		$678K Buy
+5,578
New +$684K 0.02% 328
2024
Q3 		– Sell
-5,534
Closed -$622K – 662
2024
Q2 		$622K Buy
5,534
+142
+3% +$15.4K 0.02% 305
2024
Q1 		$589K Sell
5,392
-366
-6% -$38.1K 0.02% 316
2023
Q4 		$579K Sell
5,758
-5
-0.1% -$466 0.02% 296
2023
Q3 		$518K Buy
5,763
+76
+1% +$7.15K 0.03% 278
2023
Q2 		$532K Sell
5,687
-419
-7% -$37.2K 0.03% 291
2023
Q1 		$536K Buy
6,106
+1
+0% +$86 0.03% 274
2022
Q4 		$503K Sell
6,105
-196
-3% -$16.1K 0.03% 249
2022
Q3 		$478K Sell
6,301
-239
-4% -$20.3K 0.03% 248
2022
Q2 		$528K Sell
6,540
-1,831
-22% -$161K 0.03% 241
2022
Q1 		$811K Buy
8,371
+112
+1% +$10.9K 0.04% 203
2021
Q4 		$878K Buy
8,259
+1
+0% +$103 0.04% 192
2021
Q3 		$792K Buy
8,258
+179
+2% +$17.7K 0.04% 184
2021
Q2 		$772K Buy
8,079
+264
+3% +$24.4K 0.04% 191
2021
Q1 		$686K Buy
7,815
+377
+5% +$32.2K 0.04% 193
2020
Q4 		$612K Sell
7,438
-7,228
-49% -$565K 0.04% 185
2020
Q3 		$1.08M Buy
14,666
+658
+5% +$47.5K 0.07% 109
2020
Q2 		$937K Buy
14,008
+6,548
+88% +$410K 0.08% 109
2020
Q1 		$409K Buy
7,460
+3,222
+76% +$207K 0.04% 185
2019
Q4 		$284K Buy
4,238
+636
+18% +$40.7K 0.03% 254
2019
Q3 		$223K Buy
3,602
+2
+0.1% +$122 0.03% 276
2019
Q2 		$219K Buy
+3,600
New +$215K 0.03% 273
2013
Q4 		– Sell
-7,746
Closed -$274K – 205
2013
Q3 		$274K Buy
7,746
+56
+0.7% +$1.97K 0.07% 120
2013
Q2 		$260K Buy
+7,690
New +$261K 0.08% 94

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brighton Jones LLC's SUSA Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 5,076 shares — an estimated $689K sold.

Brighton Jones LLC first reported a position in SUSA in Q2 2013 and held it in 27 quarters. The position peaked at $1.08M in Q3 2020. 534 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 5,076 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $689K.
  • Brighton Jones LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 27 quarters.
  • Brighton Jones LLC's iShares ESG Optimized MSCI USA ETF position peaked at $1.08M in Q3 2020.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.