D.J. St. Germain’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

D.J. St. Germain’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	$66.5K	Hold	431	–	–	﹤0.01%	434
2026 Q1	$56.9K	Hold	431	–	–	﹤0.01%	435
2025 Q4	$60.1K	Hold	431	–	–	﹤0.01%	455
2025 Q3	$58.5K	Hold	431	–	–	﹤0.01%	455
2025 Q2	$54.6K	Hold	431	–	–	﹤0.01%	457
2025 Q1	$49.5K	Hold	431	–	–	﹤0.01%	403
2024 Q4	$52.4K	Hold	431	–	–	﹤0.01%	417
2024 Q3	$51.9K	Hold	431	–	–	﹤0.01%	386
2024 Q2	$48.4K	Hold	431	–	–	﹤0.01%	391
2024 Q1	$47.1K	Hold	431	–	–	﹤0.01%	396
2023 Q4	$43.3K	Buy	+431	New	+$40.2K	﹤0.01%	402
2022 Q4	$1.18M	Buy	+28,616	New	+$2.36M	0.4%	44
2022 Q1	–	Sell	-9,895	Closed	-$1.05M	–	245
2021 Q4	$1.05M	Buy	9,895 +1,359	+16%	+$140K	0.06%	134
2021 Q3	$819K	Buy	8,536 +3,019	+55%	+$298K	0.05%	131
2021 Q2	$527K	Hold	5,517	–	–	0.03%	167
2021 Q1	$485K	Buy	+5,517	New	+$471K	0.03%	163

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

D.J. St. Germain's SUSA Position: Q2 2026 in Review

D.J. St. Germain held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 431 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

D.J. St. Germain first reported a position in SUSA in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

D.J. St. Germain held 431 shares of iShares ESG Optimized MSCI USA ETF worth $66.5K as of Q2 2026.
D.J. St. Germain left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #434 holding.
D.J. St. Germain first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 16 quarters since.
D.J. St. Germain's iShares ESG Optimized MSCI USA ETF position peaked at $1.18M in Q4 2022.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.