Bank of Ann Arbor’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bank of Ann Arbor’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 Q3	$351K	Buy	+2,257	New	+$352K	0.05%	164

Other funds holding SUSA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Ann Arbor's SUSA Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026: 2,257 shares worth $351K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings.

466 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Bank of Ann Arbor held 2,257 shares of iShares ESG Optimized MSCI USA ETF worth $351K as of Q3 2026.
iShares ESG Optimized MSCI USA ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up 0.05% of Bank of Ann Arbor's portfolio in Q3 2026, its #164 holding.
466 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.