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Dunhill Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Dunhill Financial’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 		$57.8K Sell
437
-666
-60% -$92.3K 0.01% 291
2025
Q4 		$154K Sell
1,103
-1,550
-58% -$214K 0.04% 154
2025
Q3 		$360K Sell
2,653
-458
-15% -$59.8K 0.09% 79
2025
Q2 		$394K Sell
3,111
-219
-7% -$25.8K 0.11% 69
2025
Q1 		$382K Buy
3,330
+3,126
+1,532% +$379K 0.17% 56
2024
Q4 		$24.7K Hold
204
– – 0.01% 253
2024
Q3 		$24.5K Hold
204
– – 0.01% 243
2024
Q2 		$22.9K Hold
204
– – 0.01% 198
2024
Q1 		$22.2K Buy
204
+1
+0.5% +$104 0.02% 167
2023
Q4 		$20.4K Buy
+203
New +$18.9K 0.02% 156

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

Dunhill Financial's SUSA Position: Q1 2026 in Review

Dunhill Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 60% in Q1 2026, selling an estimated $92.3K and leaving 437 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Dunhill Financial first reported a position in SUSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $394K in Q2 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Dunhill Financial held 437 shares of iShares ESG Optimized MSCI USA ETF worth $57.8K as of Q1 2026.
  • Dunhill Financial sold 666 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $92.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #291 holding.
  • Dunhill Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's iShares ESG Optimized MSCI USA ETF position peaked at $394K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.