Caldwell Sutter Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Caldwell Sutter Capital’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	$2.31K	Hold	15	–	–	﹤0.01%	784
2026 Q1	$1.98K	Hold	15	–	–	﹤0.01%	756
2025 Q4	$2.09K	Hold	15	–	–	﹤0.01%	741
2025 Q3	$2.04K	Sell	15 -7	-32%	-$914	﹤0.01%	739
2025 Q2	$2.79K	Hold	22	–	–	﹤0.01%	681
2025 Q1	$2.53K	Hold	22	–	–	﹤0.01%	705
2024 Q4	$2.67K	Hold	22	–	–	﹤0.01%	712
2024 Q3	$2.65K	Hold	22	–	–	﹤0.01%	726
2024 Q2	$2.47K	Hold	22	–	–	﹤0.01%	735
2024 Q1	$2.4K	Hold	22	–	–	﹤0.01%	736
2023 Q4	$2.21K	Hold	22	–	–	﹤0.01%	744
2023 Q3	$1.98K	Hold	22	–	–	﹤0.01%	740
2023 Q2	$2.06K	Buy	+22	New	+$1.95K	﹤0.01%	740

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

Caldwell Sutter Capital's SUSA Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 15 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Caldwell Sutter Capital first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.79K in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Caldwell Sutter Capital held 15 shares of iShares ESG Optimized MSCI USA ETF worth $2.31K as of Q2 2026.
Caldwell Sutter Capital left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #784 holding.
Caldwell Sutter Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares ESG Optimized MSCI USA ETF position peaked at $2.79K in Q2 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.