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

ETF Portfolio Partners’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	$310K	Hold	2,012	–	–	0.07%	54
2026 Q1	$266K	Buy	2,012 +93	+5%	+$12.9K	0.07%	55
2025 Q4	$267K	Buy	1,919 +33	+2%	+$4.56K	0.07%	57
2025 Q3	$256K	Buy	1,886 +65	+4%	+$8.49K	0.07%	59
2025 Q2	$231K	Buy	+1,821	New	+$215K	0.06%	59
2024 Q4	–	Sell	-3,362	Closed	-$405K	–	58
2024 Q3	$405K	Buy	3,362 +52	+2%	+$6K	0.12%	37
2024 Q2	$372K	Sell	3,310 -2,479	-43%	-$269K	0.12%	37
2024 Q1	$632K	Buy	5,789 +55	+1%	+$5.73K	0.2%	33
2023 Q4	$576K	Buy	5,734 +12	+0.2%	+$1.12K	0.19%	31
2023 Q3	$515K	Sell	5,722 -115	-2%	-$10.8K	0.19%	31
2023 Q2	$547K	Buy	+5,837	New	+$519K	0.2%	31

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ETF Portfolio Partners's SUSA Position: Q2 2026 in Review

ETF Portfolio Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,012 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #54.

ETF Portfolio Partners first reported a position in SUSA in Q2 2023 and has held it in 11 quarters since. The position peaked at $632K in Q1 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

ETF Portfolio Partners held 2,012 shares of iShares ESG Optimized MSCI USA ETF worth $310K as of Q2 2026.
ETF Portfolio Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.07% of ETF Portfolio Partners's portfolio in Q2 2026, its #54 holding.
ETF Portfolio Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
ETF Portfolio Partners's iShares ESG Optimized MSCI USA ETF position peaked at $632K in Q1 2024.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.