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Fielder Capital Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fielder Capital Group’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
2025
Q2 		– Sell
-1,848
Closed -$212K – 256
2025
Q1 		$212K Hold
1,848
– – 0.06% 202
2024
Q4 		$225K Sell
1,848
-82
-4% -$10.1K 0.07% 186
2024
Q3 		$232K Hold
1,930
– – 0.08% 172
2024
Q2 		$217K Sell
1,930
-1,881
-49% -$204K 0.08% 168
2024
Q1 		$416K Sell
3,811
-2,732
-42% -$284K 0.19% 82
2023
Q4 		$658K Buy
+6,543
New +$610K 0.4% 55

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Fielder Capital Group's SUSA Position: Q2 2025 in Review

Fielder Capital Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 1,848 shares — an estimated $212K sold.

Fielder Capital Group first reported a position in SUSA in Q4 2023 and held it in 6 quarters. The position peaked at $658K in Q4 2023. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Fielder Capital Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Fielder Capital Group sold 1,848 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $212K.
  • Fielder Capital Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 6 quarters.
  • Fielder Capital Group's iShares ESG Optimized MSCI USA ETF position peaked at $658K in Q4 2023.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Fielder Capital Group's 13F filing for Q2 2025, filed 31 Jul 2025.