Franklin Resources
SUSA icon

Franklin Resources’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Franklin Resources’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 		$626K Sell
4,057
-110
-3% -$16.2K ﹤0.01% 2485
2026
Q1 		$550K Sell
4,167
-7,272
-64% -$1.01M ﹤0.01% 2434
2025
Q4 		$1.59M Sell
11,439
-44
-0.4% -$6.08K ﹤0.01% 1892
2025
Q3 		$1.56M Hold
11,483
– – ﹤0.01% 1883
2025
Q2 		$1.46M Sell
11,483
-1,262
-10% -$149K ﹤0.01% 1837
2025
Q1 		$1.46M Buy
12,745
+349
+3% +$42.3K ﹤0.01% 1810
2024
Q4 		$1.51M Buy
12,396
+369
+3% +$45.3K ﹤0.01% 1825
2024
Q3 		$1.47M Buy
12,027
+373
+3% +$43K ﹤0.01% 1832
2024
Q2 		$1.31M Buy
11,654
+74
+0.6% +$8.02K ﹤0.01% 1829
2024
Q1 		$1.26M Hold
11,580
– – ﹤0.01% 1869
2023
Q4 		$1.16M Buy
11,580
+511
+5% +$47.7K ﹤0.01% 1595
2023
Q3 		$996K Buy
11,069
+1,061
+11% +$99.8K ﹤0.01% 1621
2023
Q2 		$937K Buy
10,008
+1,575
+19% +$140K ﹤0.01% 1672
2023
Q1 		$740K Sell
8,433
-1,308
-13% -$112K ﹤0.01% 1577
2022
Q4 		$802K Buy
9,741
+1,335
+16% +$110K ﹤0.01% 1569
2022
Q3 		$638K Buy
8,406
+568
+7% +$48.3K ﹤0.01% 1619
2022
Q2 		$632K Buy
7,838
+1,105
+16% +$97K ﹤0.01% 1654
2022
Q1 		$652K Buy
6,733
+665
+11% +$64.4K ﹤0.01% 1748
2021
Q4 		$645K Buy
6,068
+559
+10% +$57.5K ﹤0.01% 1815
2021
Q3 		$529K Buy
5,509
+19
+0.3% +$1.88K ﹤0.01% 1862
2021
Q2 		$525K Buy
5,490
+20
+0.4% +$1.85K ﹤0.01% 1597
2021
Q1 		$480K Hold
5,470
– – ﹤0.01% 1615
2020
Q4 		$450K Hold
5,470
– – ﹤0.01% 1572
2020
Q3 		$402K Buy
5,470
+4,970
+994% +$359K ﹤0.01% 1528
2020
Q2 		$35K Buy
+500
New +$31.3K ﹤0.01% 1620

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

Franklin Resources's SUSA Position: Q2 2026 in Review

Franklin Resources reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.6% in Q2 2026, selling an estimated $16.2K and leaving 4,057 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Franklin Resources first reported a position in SUSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.59M in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Franklin Resources held 4,057 shares of iShares ESG Optimized MSCI USA ETF worth $626K as of Q2 2026.
  • Franklin Resources sold 110 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $16.2K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2485 holding.
  • Franklin Resources first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Franklin Resources's iShares ESG Optimized MSCI USA ETF position peaked at $1.59M in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.