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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
Q2 		$53.1K Sell
344
-93
-21% -$13.7K 0.01% 318
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dunhill Financial's SUSA Position: Q2 2026 in Review

Dunhill Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 21% in Q2 2026, selling an estimated $13.7K and leaving 344 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #318.

Dunhill Financial first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $394K in Q2 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Dunhill Financial held 344 shares of iShares ESG Optimized MSCI USA ETF worth $53.1K as of Q2 2026.
  • Dunhill Financial sold 93 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $13.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #318 holding.
  • Dunhill Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's iShares ESG Optimized MSCI USA ETF position peaked at $394K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.