Fidelity Investments
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Fidelity Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fidelity Investments’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
Q1 		$2.13M Buy
16,107
+1,657
+11% +$230K ﹤0.01% 2622
2025
Q4 		$2.01M Buy
14,450
+1,910
+15% +$264K ﹤0.01% 2617
2025
Q3 		$1.7M Buy
12,540
+2,411
+24% +$315K ﹤0.01% 2603
2025
Q2 		$1.28M Buy
10,129
+151
+2% +$17.8K ﹤0.01% 2631
2025
Q1 		$1.15M Buy
9,978
+48
+0.5% +$5.82K ﹤0.01% 2636
2024
Q4 		$1.21M Buy
9,930
+4,542
+84% +$557K ﹤0.01% 2606
2024
Q3 		$649K Buy
5,388
+92
+2% +$10.6K ﹤0.01% 2754
2024
Q2 		$595K Buy
5,296
+1,091
+26% +$118K ﹤0.01% 2670
2024
Q1 		$459K Buy
4,205
+1,371
+48% +$143K ﹤0.01% 2753
2023
Q4 		$285K Buy
2,834
+413
+17% +$38.5K ﹤0.01% 2846
2023
Q3 		$218K Buy
2,421
+21
+0.9% +$1.98K ﹤0.01% 2867
2023
Q2 		$225K Sell
2,400
-836
-26% -$74.3K ﹤0.01% 2915
2023
Q1 		$284K Buy
3,236
+861
+36% +$74K ﹤0.01% 2868
2022
Q4 		$196K Sell
2,375
-929
-28% -$76.5K ﹤0.01% 3015
2022
Q3 		$251K Buy
3,304
+335
+11% +$28.5K ﹤0.01% 2992
2022
Q2 		$240K Sell
2,969
-139
-4% -$12.2K ﹤0.01% 3082
2022
Q1 		$301K Buy
3,108
+1,209
+64% +$117K ﹤0.01% 3136
2021
Q4 		$202K Buy
1,899
+699
+58% +$71.8K ﹤0.01% 2955
2021
Q3 		$115K Buy
1,200
+676
+129% +$66.8K ﹤0.01% 3047
2021
Q2 		$50K Buy
524
+44
+9% +$4.07K ﹤0.01% 3166
2021
Q1 		$42K Buy
480
+124
+35% +$10.6K ﹤0.01% 3087
2020
Q4 		$29K Buy
356
+2
+0.6% +$156 ﹤0.01% 3104
2020
Q3 		$26K Hold
354
– – ﹤0.01% 3008
2020
Q2 		$24K Sell
354
-56
-14% -$3.5K ﹤0.01% 2953
2020
Q1 		$23K Sell
410
-2
-0.5% -$128 ﹤0.01% 2925
2019
Q4 		$28K Buy
412
+110
+36% +$7.03K ﹤0.01% 3029
2019
Q3 		$19K Buy
+302
New +$18.5K ﹤0.01% 3077

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Fidelity Investments's SUSA Position: Q1 2026 in Review

Fidelity Investments increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 11% in Q1 2026, buying an estimated $230K and bringing the position to 16,107 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Fidelity Investments first reported a position in SUSA in Q3 2019 and has held it in 27 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Fidelity Investments held 16,107 shares of iShares ESG Optimized MSCI USA ETF worth $2.13M as of Q1 2026.
  • Fidelity Investments bought 1,657 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $230K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2622 holding.
  • Fidelity Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and has held it in 27 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.