Clean Yield Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Clean Yield 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	$83.2K	Hold	539	–	–	0.02%	208
2026 Q1	$71.2K	Buy	+539	New	+$74.7K	0.02%	206
2019 Q3	–	Sell	-200	Closed	-$12.2K	–	349
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	289
2019 Q1	$12K	Sell	200 -290	-59%	-$16.3K	﹤0.01%	262
2018 Q4	$25K	Buy	+490	New	+$27.2K	0.01%	222
2017 Q2	–	Sell	-200	Closed	-$10K	–	254
2017 Q1	$10K	Buy	+200	New	+$9.6K	﹤0.01%	268
2016 Q4	–	Sell	-200	Closed	-$9K	–	262
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	286
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	262
2016 Q1	$9K	Buy	+200	New	+$7.99K	﹤0.01%	254
2015 Q2	–	Sell	-340	Closed	-$15K	–	270
2015 Q1	$15K	Buy	+340	New	+$14.6K	0.01%	278

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

Clean Yield Group's SUSA Position: Q2 2026 in Review

Clean Yield Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 539 shares worth $83.2K. The position accounts for 0.02% of the portfolio, ranked #208.

Clean Yield Group first reported a position in SUSA in Q1 2015 and has held it in 10 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Clean Yield Group held 539 shares of iShares ESG Optimized MSCI USA ETF worth $83.2K as of Q2 2026.
Clean Yield Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Clean Yield Group's portfolio in Q2 2026, its #208 holding.
Clean Yield Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2015 and has held it in 10 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.