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

Dakota 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	$332K	Buy	2,516 +4	+0.2%	+$555	0.01%	631
2025 Q4	$350K	Buy	2,512 +5	+0.2%	+$690	0.01%	621
2025 Q3	$340K	Buy	2,507 +4	+0.2%	+$522	0.01%	539
2025 Q2	$317K	Buy	2,503 +4	+0.2%	+$472	0.01%	600
2025 Q1	$287K	Buy	2,499 +5	+0.2%	+$606	0.01%	630
2024 Q4	$303K	Buy	2,494 +5	+0.2%	+$613	0.01%	606
2024 Q3	$300K	Buy	2,489 +7	+0.3%	+$808	0.01%	593
2024 Q2	$279K	Buy	2,482 +4	+0.2%	+$434	0.01%	597
2024 Q1	$271K	Buy	2,478 +5	+0.2%	+$521	0.01%	605
2023 Q4	$249K	Buy	2,473 +15	+0.6%	+$1.4K	0.01%	557
2023 Q3	$221K	Hold	2,458	–	–	0.01%	573
2023 Q2	$230K	Buy	+2,458	New	+$218K	0.01%	555
2017 Q2	–	Sell	-4,918	Closed	-$242K	–	66
2017 Q1	$242K	Hold	4,918	–	–	0.14%	57
2016 Q4	$226K	Hold	4,918	–	–	0.15%	49
2016 Q3	$224K	Hold	4,918	–	–	0.15%	47
2016 Q2	$213K	Hold	4,918	–	–	0.14%	49
2016 Q1	$209K	Hold	4,918	–	–	0.15%	48
2015 Q4	$205K	Buy	+4,918	New	+$207K	0.14%	50
2015 Q3	–	Sell	-4,918	Closed	-$209K	–	57
2015 Q2	$209K	Hold	4,918	–	–	0.13%	53
2015 Q1	$211K	Hold	4,918	–	–	0.13%	57
2014 Q4	$212K	Buy	+4,918	New	+$206K	0.13%	57

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 $8.18B AUM 28.28% 1-Year Est. Return

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

Dakota Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.16% in Q1 2026, buying an estimated $555 and bringing the position to 2,516 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #631.

Dakota Wealth Management first reported a position in SUSA in Q4 2014 and has held it in 21 quarters since. The position peaked at $350K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Dakota Wealth Management held 2,516 shares of iShares ESG Optimized MSCI USA ETF worth $332K as of Q1 2026.
Dakota Wealth Management bought 4 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $555.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #631 holding.
Dakota Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 21 quarters since.
Dakota Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $350K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.