Brown Advisory
SUSA icon

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

Brown Advisory’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 		– Sell
-38,289
Closed -$5.34M – 1462
2025
Q4 		$5.34M Buy
38,289
+32,536
+566% +$4.49M 0.01% 531
2025
Q3 		$780K Buy
5,753
+755
+15% +$98.6K ﹤0.01% 895
2025
Q2 		$633K Hold
4,998
– – ﹤0.01% 937
2025
Q1 		$574K Hold
4,998
– – ﹤0.01% 946
2024
Q4 		$608K Hold
4,998
– – ﹤0.01% 955
2024
Q3 		$602K Buy
+4,998
New +$577K ﹤0.01% 929
2023
Q1 		– Sell
-13,082
Closed -$1.08M – 1251
2022
Q4 		$1.08M Buy
+13,082
New +$1.08M ﹤0.01% 729
2022
Q1 		– Sell
-40,773
Closed -$4.33M – 1240
2021
Q4 		$4.33M Buy
40,773
+32,679
+404% +$3.36M 0.01% 497
2021
Q3 		$777K Sell
8,094
-763
-9% -$75.4K ﹤0.01% 752
2021
Q2 		$846K Sell
8,857
-2,675
-23% -$247K ﹤0.01% 741
2021
Q1 		$1.01M Sell
11,532
-11,900
-51% -$1.02M ﹤0.01% 705
2020
Q4 		$1.93M Hold
23,432
– – ﹤0.01% 546
2020
Q3 		$1.72M Sell
23,432
-3,380
-13% -$244K ﹤0.01% 530
2020
Q2 		$1.79M Sell
26,812
-8,830
-25% -$553K ﹤0.01% 517
2020
Q1 		$1.96M Buy
35,642
+1,254
+4% +$80.4K 0.01% 474
2019
Q4 		$2.3M Sell
34,388
-7,964
-19% -$509K 0.01% 504
2019
Q3 		$2.62M Hold
42,352
– – 0.01% 482
2019
Q2 		$2.58M Hold
42,352
– – 0.01% 490
2019
Q1 		$2.5M Sell
42,352
-11,704
-22% -$660K 0.01% 580
2018
Q4 		$2.79M Buy
54,056
+11,704
+28% +$649K 0.01% 524
2018
Q3 		$2.53M Buy
+42,352
New +$2.49M 0.01% 589

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

Brown Advisory's SUSA Position: Q1 2026 in Review

Brown Advisory sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 38,289 shares — an estimated $5.34M sold.

Brown Advisory first reported a position in SUSA in Q3 2018 and held it in 21 quarters. The position peaked at $5.34M in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Brown Advisory reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Brown Advisory sold 38,289 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $5.34M.
  • Brown Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and held it in 21 quarters.
  • Brown Advisory's iShares ESG Optimized MSCI USA ETF position peaked at $5.34M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.