Cerity Partners
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Cerity Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cerity Partners’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 		$5.36M Sell
34,751
-326
-0.9% -$48.1K 0.01% 1067
2026
Q1 		$4.63M Buy
35,077
+436
+1% +$60.5K 0.01% 1050
2025
Q4 		$4.83M Buy
34,641
+5,063
+17% +$699K 0.01% 938
2025
Q3 		$4.01M Buy
29,578
+227
+0.8% +$29.6K 0.01% 959
2025
Q2 		$3.72M Buy
29,351
+457
+2% +$53.9K 0.01% 943
2025
Q1 		$3.32M Sell
28,894
-53
-0.2% -$6.43K 0.01% 902
2024
Q4 		$3.52M Sell
28,947
-1,051
-4% -$129K 0.01% 851
2024
Q3 		$3.61M Buy
29,998
+653
+2% +$75.3K 0.01% 845
2024
Q2 		$3.3M Sell
29,345
-1,639
-5% -$178K 0.01% 732
2024
Q1 		$3.38M Sell
30,984
-72
-0.2% -$7.5K 0.01% 781
2023
Q4 		$3.12M Buy
31,056
+976
+3% +$91.1K 0.01% 652
2023
Q3 		$2.71M Buy
30,080
+16,319
+119% +$1.54M 0.01% 517
2023
Q2 		$1.29M Buy
13,761
+893
+7% +$79.3K 0.01% 846
2023
Q1 		$1.13M Buy
12,868
+7,876
+158% +$677K ﹤0.01% 925
2022
Q4 		$1.06M Sell
4,992
-2,933
-37% -$242K 0.01% 675
2022
Q3 		$602K Buy
7,925
+2,405
+44% +$205K 0.01% 645
2022
Q2 		$445K Buy
+5,520
New +$485K ﹤0.01% 778

Other funds holding SUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
M&T Bank
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Cerity Partners's SUSA Position: Q2 2026 in Review

Cerity Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.93% in Q2 2026, selling an estimated $48.1K and leaving 34,751 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #1067.

Cerity Partners first reported a position in SUSA in Q2 2022 and has held it in 17 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cerity Partners held 34,751 shares of iShares ESG Optimized MSCI USA ETF worth $5.36M as of Q2 2026.
  • Cerity Partners sold 326 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $48.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1067 holding.
  • Cerity Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.