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Brooklyn Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Brooklyn Investment Group’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
Q1 		$288K Buy
2,182
+122
+6% +$16.9K 0.01% 1430
2025
Q4 		$290K Buy
+2,060
New +$284K 0.01% 1065
2025
Q3 		– Sell
-186
Closed -$23.6K – 2441
2025
Q2 		$23.6K Buy
+186
New +$21.9K ﹤0.01% 1749

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Brooklyn Investment Group's SUSA Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.9% in Q1 2026, buying an estimated $16.9K and bringing the position to 2,182 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1430.

Brooklyn Investment Group first reported a position in SUSA in Q2 2025 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Brooklyn Investment Group held 2,182 shares of iShares ESG Optimized MSCI USA ETF worth $288K as of Q1 2026.
  • Brooklyn Investment Group bought 122 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $16.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1430 holding.
  • Brooklyn Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooklyn Investment Group's iShares ESG Optimized MSCI USA ETF position peaked at $290K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.