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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Dorsey & Whitney Trust's SUSA Position: Q1 2026 in Review

Dorsey & Whitney Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,451 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #543.

Dorsey & Whitney Trust first reported a position in SUSA in Q3 2020 and has held it in 21 quarters since. The position peaked at $342K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Dorsey & Whitney Trust held 2,451 shares of iShares ESG Optimized MSCI USA ETF worth $324K as of Q1 2026.
  • Dorsey & Whitney Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #543 holding.
  • Dorsey & Whitney Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 21 quarters since.
  • Dorsey & Whitney Trust's iShares ESG Optimized MSCI USA ETF position peaked at $342K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.