Diversified Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Diversified Trust’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	$358K	Hold	2,323	–	–	0.01%	855
2026 Q1	$307K	Hold	2,323	–	–	0.01%	843
2025 Q4	$324K	Hold	2,323	–	–	0.01%	807
2025 Q3	$315K	Hold	2,323	–	–	0.01%	785
2025 Q2	$294K	Hold	2,323	–	–	0.01%	766
2025 Q1	$267K	Hold	2,323	–	–	0.01%	768
2024 Q4	$282K	Hold	2,323	–	–	0.01%	759
2024 Q3	$280K	Hold	2,323	–	–	0.01%	744
2024 Q2	$261K	Hold	2,323	–	–	0.01%	714
2024 Q1	$254K	Sell	2,323 -525	-18%	-$54.7K	0.01%	695
2023 Q4	$286K	Sell	2,848 -300	-10%	-$28K	0.01%	675
2023 Q3	$283K	Buy	3,148 +825	+36%	+$77.6K	0.01%	643
2023 Q2	$218K	Hold	2,323	–	–	0.01%	737
2023 Q1	$204K	Buy	+2,323	New	+$200K	0.01%	750

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

Diversified Trust's SUSA Position: Q2 2026 in Review

Diversified Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,323 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #855.

Diversified Trust first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Diversified Trust held 2,323 shares of iShares ESG Optimized MSCI USA ETF worth $358K as of Q2 2026.
Diversified Trust 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 Diversified Trust's portfolio in Q2 2026, its #855 holding.
Diversified Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.