Fiduciary Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fiduciary Trust’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	$668K	Sell	5,054 -10	-0.2%	-$1.39K	0.01%	504
2025 Q4	$706K	Buy	5,064 +1,687	+50%	+$233K	0.01%	479
2025 Q3	$458K	Hold	3,377	–	–	0.01%	581
2025 Q2	$428K	Sell	3,377 -109	-3%	-$12.9K	0.01%	571
2025 Q1	$400K	Buy	3,486 +1,751	+101%	+$212K	0.01%	576
2024 Q4	$211K	Hold	1,735	–	–	﹤0.01%	649
2024 Q3	$209K	Buy	+1,735	New	+$200K	﹤0.01%	627

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fiduciary Trust's SUSA Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.2% in Q1 2026, selling an estimated $1.39K and leaving 5,054 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #504.

Fiduciary Trust first reported a position in SUSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $706K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Fiduciary Trust held 5,054 shares of iShares ESG Optimized MSCI USA ETF worth $668K as of Q1 2026.
Fiduciary Trust sold 10 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.39K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #504 holding.
Fiduciary Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
Fiduciary Trust's iShares ESG Optimized MSCI USA ETF position peaked at $706K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.