CWM
SUSA icon

Cornerstone Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cornerstone Wealth Management’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
14,790
-126
-0.8% -$18.6K 0.1% 197
2026
Q1 		$1.97M Sell
14,916
-1,150
-7% -$159K 0.1% 195
2025
Q4 		$2.24M Sell
16,066
-66
-0.4% -$9.11K 0.12% 168
2025
Q3 		$2.19M Sell
16,132
-38
-0.2% -$4.96K 0.12% 161
2025
Q2 		$2.05M Sell
16,170
-3,008
-16% -$355K 0.12% 153
2025
Q1 		$2.2M Sell
19,178
-366
-2% -$44.4K 0.15% 137
2024
Q4 		$2.38M Sell
19,544
-1,114
-5% -$137K 0.16% 123
2024
Q3 		$2.49M Sell
20,658
-23
-0.1% -$2.65K 0.18% 118
2024
Q2 		$2.32M Buy
20,681
+35
+0.2% +$3.79K 0.18% 119
2024
Q1 		$2.25M Buy
20,646
+302
+1% +$31.4K 0.18% 121
2023
Q4 		$2.04M Buy
20,344
+236
+1% +$22K 0.18% 122
2023
Q3 		$1.81M Sell
20,108
-1,135
-5% -$107K 0.17% 126
2023
Q2 		$1.99M Buy
21,243
+1,852
+10% +$165K 0.18% 121
2023
Q1 		$1.7M Buy
+19,391
New +$1.67M 0.17% 125
2022
Q3 		$1.45M Sell
19,095
-642
-3% -$54.6K 0.16% 121
2022
Q2 		$1.59M Buy
19,737
+290
+1% +$25.5K 0.18% 116
2022
Q1 		$1.88M Sell
19,447
-2,352
-11% -$228K 0.18% 111
2021
Q4 		$2.32M Buy
21,799
+1,214
+6% +$125K 0.22% 106
2021
Q3 		$1.98M Buy
20,585
+260
+1% +$25.7K 0.21% 108
2021
Q2 		$1.94M Sell
20,325
-5
-0% -$462 0.2% 112
2021
Q1 		$1.78M Buy
20,330
+584
+3% +$49.8K 0.21% 107
2020
Q4 		$1.63M Buy
19,746
+768
+4% +$60K 0.2% 106
2020
Q3 		$1.4M Sell
18,978
-956
-5% -$69K 0.21% 95
2020
Q2 		$1.33M Sell
19,934
-256
-1% -$16K 0.22% 95
2020
Q1 		$1.11M Buy
20,190
+2,210
+12% +$142K 0.21% 90
2019
Q4 		$1.21M Buy
17,980
+6,488
+56% +$415K 0.2% 105
2019
Q3 		$710K Buy
11,492
+868
+8% +$53.1K 0.13% 165
2019
Q2 		$647K Buy
10,624
+920
+9% +$55K 0.12% 182
2019
Q1 		$1.58M Sell
9,704
-358
-4% -$20.2K 0.19% 129
2018
Q4 		$515K Sell
10,062
-860,676
-99% -$47.7M 0.11% 186
2018
Q3 		$4.12M Sell
870,738
-166,522
-16% -$9.77M 0.05% 334
2018
Q2 		$4.6M Buy
1,037,260
+1,028,422
+11,636% +$57.9M 0.05% 335
2018
Q1 		$474K Buy
8,838
+2,274
+35% +$129K 0.09% 226
2017
Q4 		$376K Sell
6,564
-1,680
-20% -$91.1K 0.07% 266
2017
Q3 		$436K Buy
8,244
+940
+13% +$48.7K 0.09% 225
2017
Q2 		$371K Buy
7,304
+776
+12% +$39K 0.08% 231
2017
Q1 		$319K Buy
6,528
+1,926
+42% +$92.5K 0.08% 248
2016
Q4 		$214K Buy
+4,602
New +$209K 0.07% 260
2016
Q1 		$268K Buy
+7,500
New +$300K 0.2% 78

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

Cornerstone Wealth Management's SUSA Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.84% in Q2 2026, selling an estimated $18.6K and leaving 14,790 shares worth $2.28M. The position accounts for 0.1% of the portfolio, ranked #197.

Cornerstone Wealth Management first reported a position in SUSA in Q1 2016 and has held it in 39 quarters since. The position peaked at $4.6M in Q2 2018. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cornerstone Wealth Management held 14,790 shares of iShares ESG Optimized MSCI USA ETF worth $2.28M as of Q2 2026.
  • Cornerstone Wealth Management sold 126 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $18.6K.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Cornerstone Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $4.6M in Q2 2018.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.