Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Envestnet Portfolio Solutions’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 		$643K Buy
4,166
+969
+30% +$143K ﹤0.01% 884
2026
Q1 		$422K Buy
3,197
+20
+0.6% +$2.77K ﹤0.01% 970
2025
Q4 		$443K Buy
3,177
+366
+13% +$50.5K ﹤0.01% 1109
2025
Q3 		$381K Sell
2,811
-16
-0.6% -$2.09K ﹤0.01% 1147
2025
Q2 		$358K Sell
2,827
-315
-10% -$37.1K ﹤0.01% 1258
2025
Q1 		$361K Sell
3,142
-311
-9% -$37.7K ﹤0.01% 1200
2024
Q4 		$420K Sell
3,453
-134
-4% -$16.4K ﹤0.01% 1324
2024
Q3 		$432K Hold
3,587
– – ﹤0.01% 1278
2024
Q2 		$403K Sell
3,587
-217
-6% -$23.5K ﹤0.01% 1224
2024
Q1 		$415K Buy
3,804
+90
+2% +$9.37K ﹤0.01% 1193
2023
Q4 		$373K Sell
3,714
-593
-14% -$55.3K ﹤0.01% 1182
2023
Q3 		$388K Buy
+4,307
New +$405K ﹤0.01% 1099

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

Envestnet Portfolio Solutions's SUSA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 4,166 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Envestnet Portfolio Solutions first reported a position in SUSA in Q3 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,166 shares of iShares ESG Optimized MSCI USA ETF worth $643K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 969 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $143K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #884 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.