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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Cranbrook Wealth Management's SUSA Position: Q1 2026 in Review

Cranbrook Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q1 2026, buying an estimated $139 and bringing the position to 648 shares worth $85.5K. The position accounts for 0.02% of the portfolio, ranked #166.

Cranbrook Wealth Management first reported a position in SUSA in Q4 2013 and has held it in 50 quarters since. The position peaked at $216K in Q3 2019. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Cranbrook Wealth Management held 648 shares of iShares ESG Optimized MSCI USA ETF worth $85.5K as of Q1 2026.
Cranbrook Wealth Management bought 1 iShares ESG Optimized MSCI USA ETF share in Q1 2026, an estimated $139.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #166 holding.
Cranbrook Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $216K in Q3 2019.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.