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Destiny Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Destiny Capital’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 		$1.28M Sell
8,312
-1
-0% -$148 0.6% 21
2026
Q1 		$1.1M Sell
8,313
-37
-0.4% -$5.13K 0.59% 23
2025
Q4 		$1.16M Hold
8,350
– – 0.6% 21
2025
Q3 		$1.13M Sell
8,350
-2
-0% -$261 0.62% 20
2025
Q2 		$1.06M Hold
8,352
– – 0.64% 20
2025
Q1 		$959K Buy
8,352
+302
+4% +$36.6K 0.65% 19
2024
Q4 		$979K Hold
8,050
– – 0.59% 22
2024
Q3 		$955K Sell
8,050
-2,314
-22% -$267K 0.59% 22
2024
Q2 		$1.16M Hold
10,364
– – 0.8% 20
2024
Q1 		$1.13M Buy
10,364
+477
+5% +$49.7K 0.79% 20
2023
Q4 		$994K Buy
+9,887
New +$922K 0.69% 22
2023
Q2 		$1.1M Hold
11,715
– – 0.86% 19
2023
Q1 		$1.03M Hold
11,715
– – 0.84% 19
2022
Q4 		$1.03M Buy
+11,715
New +$965K 0.84% 22

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Destiny Capital's SUSA Position: Q2 2026 in Review

Destiny Capital reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.01% in Q2 2026, selling an estimated $148 and leaving 8,312 shares worth $1.28M. The position accounts for 0.6% of the portfolio, ranked #21.

Destiny Capital first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Destiny Capital held 8,312 shares of iShares ESG Optimized MSCI USA ETF worth $1.28M as of Q2 2026.
  • Destiny Capital sold 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
  • iShares ESG Optimized MSCI USA ETF made up 0.6% of Destiny Capital's portfolio in Q2 2026, its #21 holding.
  • Destiny Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.