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

Cranbrook 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 		$85.9K Sell
557
-91
-14% -$13.4K 0.02% 175
2026
Q1 		$85.5K Buy
648
+1
+0.2% +$139 0.02% 166
2025
Q4 		$90.2K Hold
647
– – 0.02% 175
2025
Q3 		$87.8K Sell
647
-206
-24% -$26.9K 0.02% 172
2025
Q2 		$108K Sell
853
-40
-4% -$4.72K 0.02% 157
2025
Q1 		$103K Hold
893
– – 0.02% 150
2024
Q4 		$109K Sell
893
-84
-9% -$10.3K 0.03% 142
2024
Q3 		$118K Buy
977
+1
+0.1% +$115 0.03% 140
2024
Q2 		$110K Sell
976
-73
-7% -$7.91K 0.03% 143
2024
Q1 		$115K Buy
1,049
+1
+0.1% +$104 0.03% 122
2023
Q4 		$105K Buy
1,048
+2
+0.2% +$187 0.03% 125
2023
Q3 		$94.1K Hold
1,046
– – 0.03% 121
2023
Q2 		$97.9K Buy
1,046
+1
+0.1% +$89 0.03% 122
2023
Q1 		$91.7K Sell
1,045
-325
-24% -$27.9K 0.03% 123
2022
Q4 		$113K Buy
1,370
+2
+0.1% +$165 0.03% 116
2022
Q3 		$104K Buy
1,368
+3
+0.2% +$255 0.03% 122
2022
Q2 		$110K Buy
1,365
+2
+0.1% +$176 0.03% 122
2022
Q1 		$132K Buy
1,363
+2
+0.1% +$194 0.03% 122
2021
Q4 		$145K Buy
1,361
+2
+0.1% +$206 0.03% 118
2021
Q3 		$130K Buy
1,359
+1
+0.1% +$99 0.03% 123
2021
Q2 		$130K Buy
1,358
+2
+0.1% +$185 0.03% 120
2021
Q1 		$119K Buy
1,356
+1
+0.1% +$85 0.03% 123
2020
Q4 		$112K Buy
1,355
+3
+0.2% +$235 0.03% 120
2020
Q3 		$99K Buy
1,352
+2
+0.1% +$144 0.03% 114
2020
Q2 		$90K Buy
1,350
+2
+0.1% +$125 0.03% 115
2020
Q1 		$74K Sell
1,348
-928
-41% -$59.5K 0.03% 117
2019
Q4 		$153K Sell
2,276
-1,216
-35% -$77.8K 0.04% 96
2019
Q3 		$216K Buy
3,492
+4
+0.1% +$245 0.06% 83
2019
Q2 		$212K Buy
3,488
+1,332
+62% +$79.7K 0.06% 80
2019
Q1 		$127K Buy
2,156
+18
+0.8% +$1.01K 0.04% 95
2018
Q4 		$110K Hold
2,138
– – 0.04% 95
2018
Q3 		$128K Hold
2,138
– – 0.05% 85
2018
Q2 		$121K Hold
2,138
– – 0.05% 82
2018
Q1 		$119K Hold
2,138
– – 0.05% 82
2017
Q4 		$119K Hold
2,138
– – 0.05% 80
2017
Q3 		$112K Hold
2,138
– – 0.05% 83
2017
Q2 		$109K Hold
2,138
– – 0.05% 83
2017
Q1 		$105K Hold
2,138
– – 0.05% 79
2016
Q4 		$98K Hold
2,138
– – 0.05% 84
2016
Q3 		$97K Hold
2,138
– – 0.05% 80
2016
Q2 		$92K Hold
2,138
– – 0.05% 80
2016
Q1 		$91K Hold
2,138
– – 0.05% 81
2015
Q4 		$89K Hold
2,138
– – 0.05% 79
2015
Q3 		$84K Hold
2,138
– – 0.05% 83
2015
Q2 		$91K Hold
2,138
– – 0.05% 82
2015
Q1 		$92K Hold
2,138
– – 0.05% 82
2014
Q4 		$92K Hold
2,138
– – 0.06% 85
2014
Q3 		$88K Hold
2,138
– – 0.06% 70
2014
Q2 		$88K Buy
2,138
+330
+18% +$13.1K 0.06% 69
2014
Q1 		$71K Hold
1,808
– – 0.05% 77
2013
Q4 		$69K Buy
+1,808
New +$66.7K 0.05% 97

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 29.18% 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

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

Cranbrook Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2026, selling an estimated $13.4K and leaving 557 shares worth $85.9K. The position accounts for 0.02% of the portfolio, ranked #175.

Cranbrook Wealth Management first reported a position in SUSA in Q4 2013 and has held it in 51 quarters since. The position peaked at $216K in Q3 2019. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cranbrook Wealth Management held 557 shares of iShares ESG Optimized MSCI USA ETF worth $85.9K as of Q2 2026.
  • Cranbrook Wealth Management sold 91 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $13.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 51 quarters since.
  • Cranbrook Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $216K in Q3 2019.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.