CCA
SUSA icon

Cobblestone Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$4.19M Sell
30,912
-53
-0.2% -$6.92K 0.2% 62
2025
Q2 		$3.92M Sell
30,965
-2,085
-6% -$246K 0.2% 61
2025
Q1 		$3.8M Sell
33,050
-3,868
-10% -$469K 0.21% 61
2024
Q4 		$4.49M Buy
36,918
+1,520
+4% +$186K 0.24% 53
2024
Q3 		$4.26M Buy
35,398
+3,725
+12% +$430K 0.24% 54
2024
Q2 		$3.56M Buy
31,673
+124
+0.4% +$13.4K 0.22% 55
2024
Q1 		$3.44M Buy
31,549
+997
+3% +$104K 0.22% 54
2023
Q4 		$3.07M Buy
30,552
+5,566
+22% +$519K 0.2% 59
2023
Q3 		$2.25M Buy
24,986
+1,577
+7% +$148K 0.17% 63
2023
Q2 		$2.19M Buy
23,409
+1,127
+5% +$100K 0.15% 69
2023
Q1 		$1.96M Buy
22,282
+323
+1% +$27.8K 0.15% 75
2022
Q4 		$1.81M Buy
21,959
+1,188
+6% +$97.9K 0.14% 82
2022
Q3 		$1.58M Buy
20,771
+2,505
+14% +$213K 0.13% 75
2022
Q2 		$1.47M Buy
18,266
+174
+1% +$15.3K 0.11% 83
2022
Q1 		$1.75M Buy
18,092
+775
+4% +$75.1K 0.12% 81
2021
Q4 		$1.84M Sell
17,317
-1,021
-6% -$105K 0.12% 81
2021
Q3 		$1.76M Hold
18,338
– – 0.12% 78
2021
Q2 		$1.75M Sell
18,338
-596
-3% -$55.1K 0.12% 80
2021
Q1 		$1.66M Buy
18,934
+1,175
+7% +$100K 0.12% 86
2020
Q4 		$1.46M Buy
17,759
+2,569
+17% +$201K 0.11% 88
2020
Q3 		$1.12M Sell
15,190
-862
-5% -$62.3K 0.1% 97
2020
Q2 		$1.07M Sell
16,052
-544
-3% -$34K 0.1% 95
2020
Q1 		$911K Sell
16,596
-80
-0.5% -$5.13K 0.1% 102
2019
Q4 		$1.12M Buy
16,676
+480
+3% +$30.7K 0.1% 98
2019
Q3 		$1M Buy
16,196
+7,270
+81% +$445K 0.1% 98
2019
Q2 		$544K Buy
8,926
+630
+8% +$37.7K 0.05% 152
2019
Q1 		$491K Sell
8,296
-330
-4% -$18.6K 0.05% 149
2018
Q4 		$445K Hold
8,626
– – 0.05% 155
2018
Q3 		$515K Buy
+8,626
New +$506K 0.05% 148

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cobblestone Capital Advisors's SUSA Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.17% in Q3 2025, selling an estimated $6.92K and leaving 30,912 shares worth $4.19M. The position accounts for 0.2% of the portfolio, ranked #62.

Cobblestone Capital Advisors first reported a position in SUSA in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.49M in Q4 2024. 497 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Cobblestone Capital Advisors held 30,912 shares of iShares ESG Optimized MSCI USA ETF worth $4.19M as of Q3 2025.
  • Cobblestone Capital Advisors sold 53 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $6.92K.
  • iShares ESG Optimized MSCI USA ETF made up 0.2% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #62 holding.
  • Cobblestone Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 29 quarters since.
  • Cobblestone Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $4.49M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.