Cresset Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cresset Asset 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	$3.07M	Buy	19,884 +4	+0%	+$591	0.01%	540
2026 Q1	$2.63M	Buy	19,880 +15	+0.1%	+$2.08K	0.01%	495
2025 Q4	$2.77M	Sell	19,865 -16	-0.1%	-$2.21K	0.01%	490
2025 Q3	$2.7M	Buy	19,881 +178	+0.9%	+$23.2K	0.01%	462
2025 Q2	$2.5M	Hold	19,703	–	–	0.01%	450
2025 Q1	$2.26M	Hold	19,703	–	–	0.01%	505
2024 Q4	$2.4M	Sell	19,703 -72	-0.4%	-$8.83K	0.01%	499
2024 Q3	$2.38M	Sell	19,775 -159	-0.8%	-$18.3K	0.01%	721
2024 Q2	$2.24M	Hold	19,934	–	–	0.01%	673
2024 Q1	$2.18M	Hold	19,934	–	–	0.01%	606
2023 Q4	$2M	Sell	19,934 -480	-2%	-$44.8K	0.01%	590
2023 Q3	$1.84M	Sell	20,414 -4,020	-16%	-$378K	0.01%	587
2023 Q2	$2.29M	Buy	24,434 +4,549	+23%	+$404K	﹤0.01%	610
2023 Q1	$1.75M	Hold	19,885	–	–	0.03%	248
2022 Q4	$1.64M	Hold	19,885	–	–	0.02%	229
2022 Q3	$1.51M	Sell	19,885 -30	-0.2%	-$2.55K	0.02%	263
2022 Q2	$1.61M	Buy	19,915 +1,155	+6%	+$101K	0.02%	264
2022 Q1	$1.82M	Buy	+18,760	New	+$1.82M	0.02%	264

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

Cresset Asset Management's SUSA Position: Q2 2026 in Review

Cresset Asset Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.02% in Q2 2026, buying an estimated $591 and bringing the position to 19,884 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #540.

Cresset Asset Management first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Cresset Asset Management held 19,884 shares of iShares ESG Optimized MSCI USA ETF worth $3.07M as of Q2 2026.
Cresset Asset Management bought 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $591.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #540 holding.
Cresset Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.