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Equitable Holdings’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Equitable Holdings’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 		$980K Buy
6,349
+36
+0.6% +$5.32K 0.01% 1018
2026
Q1 		$880K Buy
6,313
+13
+0.2% +$1.8K 0.01% 1023
2025
Q4 		$878K Sell
6,300
-1,575
-20% -$217K 0.01% 908
2025
Q3 		$1.07M Sell
7,875
-19
-0.2% -$2.48K 0.01% 818
2025
Q2 		$1M Sell
7,894
-10
-0.1% -$1.18K 0.01% 795
2025
Q1 		$908K Sell
7,904
-3,994
-34% -$484K 0.01% 737
2024
Q4 		$1.45M Sell
11,898
-733
-6% -$89.9K 0.01% 568
2024
Q3 		$1.52M Sell
12,631
-140
-1% -$16.1K 0.01% 568
2024
Q2 		$1.44M Sell
12,771
-569
-4% -$61.7K 0.02% 556
2024
Q1 		$1.46M Sell
13,340
-476
-3% -$49.6K 0.02% 532
2023
Q4 		$1.39M Buy
13,816
+617
+5% +$57.6K 0.02% 505
2023
Q3 		$1.19M Sell
13,199
-182
-1% -$17.1K 0.02% 496
2023
Q2 		$1.25M Sell
13,381
-619
-4% -$55K 0.02% 463
2023
Q1 		$1.23M Buy
14,000
+1,073
+8% +$92.2K 0.02% 431
2022
Q4 		$1.06M Buy
12,927
+270
+2% +$22.2K 0.02% 431
2022
Q3 		$961K Buy
12,657
+1,501
+13% +$128K 0.02% 412
2022
Q2 		$900K Buy
11,156
+989
+10% +$86.8K 0.02% 430
2022
Q1 		$985K Buy
10,167
+1,234
+14% +$120K 0.02% 411
2021
Q4 		$949K Buy
8,933
+1,043
+13% +$107K 0.01% 411
2021
Q3 		$757K Buy
7,890
+350
+5% +$34.6K 0.01% 448
2021
Q2 		$720K Buy
7,540
+1,180
+19% +$109K 0.01% 447
2021
Q1 		$559K Buy
6,360
+922
+17% +$78.7K 0.01% 485
2020
Q4 		$448K Buy
5,438
+648
+14% +$50.7K 0.01% 479
2020
Q3 		$352K Sell
4,790
-1,102
-19% -$79.6K 0.01% 489
2020
Q2 		$394K Buy
5,892
+964
+20% +$60.3K 0.01% 456
2020
Q1 		$270K Buy
+4,928
New +$316K 0.01% 478

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

Equitable Holdings's SUSA Position: Q2 2026 in Review

Equitable Holdings increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.57% in Q2 2026, buying an estimated $5.32K and bringing the position to 6,349 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #1018.

Equitable Holdings first reported a position in SUSA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.52M in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Equitable Holdings held 6,349 shares of iShares ESG Optimized MSCI USA ETF worth $980K as of Q2 2026.
  • Equitable Holdings bought 36 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.32K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1018 holding.
  • Equitable Holdings first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Equitable Holdings's iShares ESG Optimized MSCI USA ETF position peaked at $1.52M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.