Creekside Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Creekside Partners’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	$289K	Hold	1,873	–	–	0.1%	161
2026 Q1	$247K	Hold	1,873	–	–	0.1%	161
2025 Q4	$261K	Buy	1,873 +2	+0.1%	+$276	0.11%	155
2025 Q3	$254K	Buy	1,871 +2	+0.1%	+$261	0.11%	152
2025 Q2	$237K	Sell	1,869 -638	-25%	-$75.2K	0.11%	154
2025 Q1	$288K	Buy	2,507 +2	+0.1%	+$242	0.15%	136
2024 Q4	$305K	Buy	2,505 +7	+0.3%	+$859	0.16%	130
2024 Q3	$301K	Buy	2,498 +9	+0.4%	+$1.04K	0.16%	132
2024 Q2	$280K	Buy	+2,489	New	+$270K	0.15%	134

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekside Partners's SUSA Position: Q2 2026 in Review

Creekside Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,873 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #161.

Creekside Partners first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $305K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Creekside Partners held 1,873 shares of iShares ESG Optimized MSCI USA ETF worth $289K as of Q2 2026.
Creekside Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Creekside Partners's portfolio in Q2 2026, its #161 holding.
Creekside Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's iShares ESG Optimized MSCI USA ETF position peaked at $305K in Q4 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.