Dorsey & Whitney Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Dorsey & Whitney 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	$378K	Hold	2,451	–	–	0.02%	511
2026 Q1	$324K	Hold	2,451	–	–	0.02%	543
2025 Q4	$342K	Hold	2,451	–	–	0.02%	519
2025 Q3	$332K	Hold	2,451	–	–	0.02%	514
2025 Q2	$311K	Hold	2,451	–	–	0.02%	526
2025 Q1	$282K	Hold	2,451	–	–	0.02%	533
2024 Q4	$298K	Hold	2,451	–	–	0.02%	524
2024 Q3	$295K	Hold	2,451	–	–	0.02%	523
2024 Q2	$275K	Hold	2,451	–	–	0.02%	500
2024 Q1	$268K	Hold	2,451	–	–	0.02%	518
2023 Q4	$246K	Hold	2,451	–	–	0.02%	512
2023 Q3	$221K	Hold	2,451	–	–	0.02%	515
2023 Q2	$230K	Hold	2,451	–	–	0.02%	517
2023 Q1	$215K	Hold	2,451	–	–	0.02%	513
2022 Q4	$202K	Buy	+2,451	New	+$202K	0.02%	531
2022 Q2	–	Sell	-2,451	Closed	-$237K	–	582
2022 Q1	$237K	Sell	2,451 -509	-17%	-$49.3K	0.02%	496
2021 Q4	$315K	Hold	2,960	–	–	0.03%	396
2021 Q3	$284K	Hold	2,960	–	–	0.03%	412
2021 Q2	$283K	Hold	2,960	–	–	0.03%	416
2021 Q1	$260K	Hold	2,960	–	–	0.03%	425
2020 Q4	$244K	Hold	2,960	–	–	0.03%	401
2020 Q3	$218K	Buy	+2,960	New	+$214K	0.03%	376

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 29.18% 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

Dorsey & Whitney Trust's SUSA Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,451 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #511.

Dorsey & Whitney Trust first reported a position in SUSA in Q3 2020 and has held it in 22 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Dorsey & Whitney Trust held 2,451 shares of iShares ESG Optimized MSCI USA ETF worth $378K as of Q2 2026.
Dorsey & Whitney Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #511 holding.
Dorsey & Whitney Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 22 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.