Corient Private Wealth
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Corient Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Corient Private Wealth’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 		$2.15M Sell
13,903
-242
-2% -$35.7K ﹤0.01% 1354
2026
Q1 		$1.67M Sell
14,145
-18,157
-56% -$2.52M ﹤0.01% 1359
2025
Q4 		$4.5M Buy
32,302
+16,476
+104% +$2.27M ﹤0.01% 1101
2025
Q3 		$2.15M Buy
15,826
+1,681
+12% +$220K ﹤0.01% 1032
2025
Q2 		$1.79M Sell
14,145
-1,712
-11% -$202K ﹤0.01% 1084
2025
Q1 		$1.82M Sell
15,857
-4,880
-24% -$592K ﹤0.01% 1012
2024
Q4 		$2.52M Sell
20,737
-3,074
-13% -$377K ﹤0.01% 909
2024
Q3 		$2.87M Buy
23,811
+6,244
+36% +$720K ﹤0.01% 940
2024
Q2 		$1.97M Buy
17,567
+4
+0% +$434 ﹤0.01% 1025
2024
Q1 		$1.92M Sell
17,563
-179
-1% -$18.6K ﹤0.01% 1035
2023
Q4 		$1.78M Buy
17,742
+596
+3% +$55.6K ﹤0.01% 1056
2023
Q3 		$1.54M Buy
17,146
+86
+0.5% +$8.09K ﹤0.01% 1014
2023
Q2 		$1.6M Sell
17,060
-144
-0.8% -$12.8K ﹤0.01% 979
2023
Q1 		$1.51M Buy
17,204
+7,125
+71% +$612K ﹤0.01% 940
2022
Q4 		$830K Buy
+10,079
New +$830K ﹤0.01% 970

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

Corient Private Wealth's SUSA Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.7% in Q2 2026, selling an estimated $35.7K and leaving 13,903 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Corient Private Wealth first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.5M in Q4 2025. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Corient Private Wealth held 13,903 shares of iShares ESG Optimized MSCI USA ETF worth $2.15M as of Q2 2026.
  • Corient Private Wealth sold 242 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $35.7K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1354 holding.
  • Corient Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $4.5M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.