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Family Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Family 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 		$277K Hold
1,798
– – 0.03% 232
2026
Q1 		$238K Buy
1,798
+112
+7% +$15.5K 0.03% 237
2025
Q4 		$235K Hold
1,686
– – 0.03% 211
2025
Q3 		$229K Hold
1,686
– – 0.03% 195
2025
Q2 		$214K Hold
1,686
– – 0.03% 174
2025
Q1 		$194K Buy
1,686
+237
+16% +$28.7K 0.03% 175
2024
Q4 		$176K Hold
1,449
– – 0.03% 165
2024
Q3 		$174K Hold
1,449
– – 0.03% 163
2024
Q2 		$163K Hold
1,449
– – 0.03% 148
2024
Q1 		$158K Hold
1,449
– – 0.03% 150
2023
Q4 		$146K Hold
1,449
– – 0.03% 139
2023
Q3 		$130K Hold
1,449
– – 0.03% 135
2023
Q2 		$136K Hold
1,449
– – 0.03% 141
2023
Q1 		$127K Sell
1,449
-282
-16% -$24.2K 0.03% 131
2022
Q4 		$142K Hold
1,731
– – 0.03% 143
2022
Q3 		$131K Sell
1,731
-1,527
-47% -$130K 0.03% 138
2022
Q2 		$263K Sell
3,258
-1,100
-25% -$96.6K 0.07% 125
2022
Q1 		$422K Hold
4,358
– – 0.12% 105
2021
Q4 		$463K Hold
4,358
– – 0.12% 107
2021
Q3 		$418K Hold
4,358
– – 0.12% 118
2021
Q2 		$416K Buy
4,358
+108
+3% +$9.99K 0.11% 120
2021
Q1 		$373K Buy
4,250
+1,100
+35% +$93.8K 0.12% 108
2020
Q4 		$259K Hold
3,150
– – 0.09% 126
2020
Q3 		$232K Hold
3,150
– – 0.1% 104
2020
Q2 		$211K Hold
3,150
– – 0.09% 128
2020
Q1 		$173K Hold
3,150
– – 0.09% 127
2019
Q4 		$211K Hold
3,150
– – 0.07% 144
2019
Q3 		$195K Hold
3,150
– – 0.07% 131
2019
Q2 		$192K Buy
+3,150
New +$188K 0.08% 127

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

Family Management's SUSA Position: Q2 2026 in Review

Family Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,798 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #232.

Family Management first reported a position in SUSA in Q2 2019 and has held it in 29 quarters since. The position peaked at $463K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Family Management held 1,798 shares of iShares ESG Optimized MSCI USA ETF worth $277K as of Q2 2026.
  • Family Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Family Management's portfolio in Q2 2026, its #232 holding.
  • Family Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • Family Management's iShares ESG Optimized MSCI USA ETF position peaked at $463K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.