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

Chicago Partners 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
Q2 		$2.28M Sell
15,012
-105
-0.7% -$15.5K 0.05% 319
2026
Q1 		$2.18M Sell
15,117
-23
-0.2% -$3.19K 0.05% 304
2025
Q4 		$2.14M Buy
15,140
+624
+4% +$86.2K 0.05% 279
2025
Q3 		$2.03M Sell
14,516
-24
-0.2% -$3.13K 0.05% 272
2025
Q2 		$1.88M Sell
14,540
-121
-0.8% -$14.3K 0.05% 272
2025
Q1 		$1.7M Buy
14,661
+249
+2% +$30.2K 0.06% 265
2024
Q4 		$1.76M Sell
14,412
-31
-0.2% -$3.8K 0.06% 247
2024
Q3 		$1.73M Sell
14,443
-135
-0.9% -$15.6K 0.06% 240
2024
Q2 		$1.65M Sell
14,578
-571
-4% -$61.9K 0.06% 240
2024
Q1 		$1.58M Sell
15,149
-105
-0.7% -$10.9K 0.07% 237
2023
Q4 		$1.55M Buy
15,254
+110
+0.7% +$10.3K 0.07% 235
2023
Q3 		$1.33M Buy
15,144
+13
+0.1% +$1.22K 0.07% 241
2023
Q2 		$1.44M Buy
15,131
+1,820
+14% +$162K 0.08% 237
2023
Q1 		$1.16M Buy
13,311
+3
+0% +$258 0.07% 242
2022
Q4 		$1.19M Buy
13,308
+4
+0% +$329 0.07% 238
2022
Q3 		$1.08M Buy
13,304
+60
+0.5% +$5.1K 0.08% 227
2022
Q2 		$1.17M Hold
13,244
– – 0.08% 206
2022
Q1 		$1.11M Hold
13,244
– – 0.09% 194
2021
Q4 		$1.26M Hold
13,244
– – 0.09% 189
2021
Q3 		$1.38M Hold
13,244
– – 0.1% 180
2021
Q2 		$1.3M Sell
13,244
-187
-1% -$17.3K 0.1% 174
2021
Q1 		$1.25M Hold
13,431
– – 0.1% 169
2020
Q4 		$1.14M Sell
13,431
-1
-0% -$78 0.11% 158
2020
Q3 		$1M Sell
13,432
-190
-1% -$13.7K 0.12% 138
2020
Q2 		$959K Sell
13,622
-386
-3% -$24.2K 0.12% 135
2020
Q1 		$852K Hold
14,008
– – 0.13% 129
2019
Q4 		$967K Buy
+14,008
New +$896K 0.12% 127

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Chicago Partners Investment Group's SUSA Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.69% in Q2 2026, selling an estimated $15.5K and leaving 15,012 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #319.

Chicago Partners Investment Group first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Chicago Partners Investment Group held 15,012 shares of iShares ESG Optimized MSCI USA ETF worth $2.28M as of Q2 2026.
  • Chicago Partners Investment Group sold 105 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $15.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #319 holding.
  • Chicago Partners Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.