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

Corundum 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
Q1 		$6.62M Sell
50,149
-933
-2% -$129K 2.21% 12
2025
Q4 		$7.12M Sell
51,082
-11,896
-19% -$1.64M 2.39% 13
2025
Q3 		$8.54M Sell
62,978
-1,121
-2% -$146K 3.51% 6
2025
Q2 		$8.12M Sell
64,099
-2,193
-3% -$259K 3.59% 6
2025
Q1 		$7.61M Buy
66,292
+14
+0% +$1.7K 3.65% 5
2024
Q4 		$8.06M Sell
66,278
-746
-1% -$91.5K 3.01% 7
2024
Q3 		$8.07M Sell
67,024
-1,036
-2% -$120K 3.68% 6
2024
Q2 		$7.65M Sell
68,060
-1,232
-2% -$134K 2.99% 8
2024
Q1 		$7.56M Buy
69,292
+1,406
+2% +$146K 3.65% 6
2023
Q4 		$6.82M Buy
67,886
+4,743
+8% +$442K 3.42% 8
2023
Q3 		$5.68M Buy
63,143
+1,856
+3% +$175K 3.23% 9
2023
Q2 		$5.74M Buy
61,287
+20,411
+50% +$1.81M 2.86% 10
2023
Q1 		$3.59M Buy
40,876
+1,047
+3% +$90K 1.7% 16
2022
Q4 		$3.28M Buy
39,829
+5,183
+15% +$427K 1.85% 12
2022
Q3 		$2.63M Buy
34,646
+364
+1% +$31K 1.65% 12
2022
Q2 		$2.77M Buy
34,282
+6,668
+24% +$585K 1.87% 12
2022
Q1 		$2.67M Buy
27,614
+23,891
+642% +$2.32M 2.49% 6
2021
Q4 		$396K Buy
+3,723
New +$383K 0.26% 73

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Corundum Group's SUSA Position: Q1 2026 in Review

Corundum Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.8% in Q1 2026, selling an estimated $129K and leaving 50,149 shares worth $6.62M. The position accounts for 2.21% of the portfolio, ranked #12.

Corundum Group first reported a position in SUSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.54M in Q3 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Corundum Group held 50,149 shares of iShares ESG Optimized MSCI USA ETF worth $6.62M as of Q1 2026.
  • Corundum Group sold 933 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $129K.
  • iShares ESG Optimized MSCI USA ETF made up 2.21% of Corundum Group's portfolio in Q1 2026, its #12 holding.
  • Corundum Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Corundum Group's iShares ESG Optimized MSCI USA ETF position peaked at $8.54M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.