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Empowered Funds’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Empowered Funds’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 		– Sell
-1,680
Closed -$222K – 2281
2026
Q1 		$222K Buy
+1,680
New +$233K ﹤0.01% 1978
2025
Q4 		– Sell
-1,904
Closed -$258K – 1796
2025
Q3 		$258K Buy
+1,904
New +$249K ﹤0.01% 1645

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 29.2% 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

Empowered Funds's SUSA Position: Q2 2026 in Review

Empowered Funds sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 1,680 shares — an estimated $222K sold.

Empowered Funds first reported a position in SUSA in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Empowered Funds reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 1,680 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $222K.
  • Empowered Funds first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and held it in 2 quarters.
  • Empowered Funds's iShares ESG Optimized MSCI USA ETF position peaked at $258K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.