F.L. Putnam Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

F.L. Putnam Investment Management’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	$919K	Sell	6,037 -1,319	-18%	-$195K	0.01%	381
2026 Q1	$972K	Buy	7,356 +225	+3%	+$31.2K	0.01%	327
2025 Q4	$994K	Buy	7,131 +24	+0.3%	+$3.31K	0.01%	328
2025 Q3	$964K	Sell	7,107 -1,371	-16%	-$179K	0.01%	334
2025 Q2	$1.07M	Buy	8,478 +884	+12%	+$104K	0.02%	316
2025 Q1	$872K	Hold	7,594	–	–	0.02%	330
2024 Q4	$923K	Sell	7,594 -253	-3%	-$31K	0.02%	320
2024 Q3	$945K	Buy	7,847 +152	+2%	+$17.5K	0.02%	335
2024 Q2	$865K	Hold	7,695	–	–	0.02%	338
2024 Q1	$840K	Buy	7,695 +5,350	+228%	+$557K	0.02%	276
2023 Q4	$236K	Hold	2,345	–	–	0.01%	443
2023 Q3	$211K	Buy	+2,345	New	+$221K	0.01%	442

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 29.2% 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

F.L. Putnam Investment Management's SUSA Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 18% in Q2 2026, selling an estimated $195K and leaving 6,037 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #381.

F.L. Putnam Investment Management first reported a position in SUSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

F.L. Putnam Investment Management held 6,037 shares of iShares ESG Optimized MSCI USA ETF worth $919K as of Q2 2026.
F.L. Putnam Investment Management sold 1,319 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $195K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #381 holding.
F.L. Putnam Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
F.L. Putnam Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.07M in Q2 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.