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

DSM Capital Partners’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	–	Sell	-8,775	Closed	-$1.22M	–	54
2025 Q4	$1.22M	Buy	+8,775	New	+$1.21M	0.02%	34
2024 Q1	–	Sell	-7,940	Closed	-$798K	–	123
2023 Q4	$798K	Buy	+7,940	New	+$741K	0.01%	40
2023 Q1	–	Sell	-25,463	Closed	-$2.1M	–	60
2022 Q4	$2.1M	Buy	+25,463	New	+$2.1M	0.03%	42
2019 Q1	–	Sell	-24,030	Closed	-$1.24M	–	58
2018 Q4	$1.24M	Buy	+24,030	New	+$1.33M	0.02%	38

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

DSM Capital Partners's SUSA Position: Q1 2026 in Review

DSM Capital Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 8,775 shares — an estimated $1.22M sold.

DSM Capital Partners first reported a position in SUSA in Q4 2018 and held it in 4 quarters. The position peaked at $2.1M in Q4 2022. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

DSM Capital Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
DSM Capital Partners sold 8,775 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.22M.
DSM Capital Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 4 quarters.
DSM Capital Partners's iShares ESG Optimized MSCI USA ETF position peaked at $2.1M in Q4 2022.
519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on DSM Capital Partners's 13F filing for Q1 2026, filed 29 Apr 2026.