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Freestone Capital Holdings’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Freestone Capital Holdings’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 		$1.15M Buy
7,460
+1
+0% +$148 0.03% 239
2026
Q1 		$985K Sell
7,459
-17
-0.2% -$2.36K 0.03% 233
2025
Q4 		$1.04M Sell
7,476
-3
-0% -$414 0.03% 240
2025
Q3 		$1.01M Hold
7,479
– – 0.03% 247
2025
Q2 		$948K Sell
7,479
-2,907
-28% -$343K 0.03% 227
2025
Q1 		$1.19M Buy
10,386
+31
+0.3% +$3.76K 0.04% 202
2024
Q4 		$1.26M Buy
10,355
+37
+0.4% +$4.54K 0.04% 199
2024
Q3 		$1.24M Hold
10,318
– – 0.04% 194
2024
Q2 		$1.16M Sell
10,318
-435
-4% -$47.1K 0.04% 197
2024
Q1 		$1.17M Sell
10,753
-125
-1% -$13K 0.04% 191
2023
Q4 		$1.09M Buy
10,878
+69
+0.6% +$6.44K 0.05% 190
2023
Q3 		$972K Sell
10,809
-112
-1% -$10.5K 0.05% 178
2023
Q2 		$1.02M Sell
10,921
-805
-7% -$71.5K 0.04% 186
2023
Q1 		$1.03M Sell
11,726
-744
-6% -$63.9K 0.05% 189
2022
Q4 		$1.03M Sell
12,470
-71
-0.6% -$5.85K 0.05% 192
2022
Q3 		$952K Sell
12,541
-3,531
-22% -$300K 0.04% 202
2022
Q2 		$1.3M Buy
16,072
+1,811
+13% +$159K 0.05% 193
2022
Q1 		$1.38M Buy
14,261
+1,419
+11% +$138K 0.06% 220
2021
Q4 		$1.36M Sell
12,842
-1,284
-9% -$132K 0.06% 211
2021
Q3 		$1.35M Sell
14,126
-868
-6% -$85.8K 0.07% 196
2021
Q2 		$1.43M Sell
14,994
-187
-1% -$17.3K 0.07% 192
2021
Q1 		$1.33M Buy
15,181
+915
+6% +$78.1K 0.07% 191
2020
Q4 		$1.17M Buy
14,266
+2
+0% +$156 0.07% 187
2020
Q3 		$1.05M Buy
14,264
+604
+4% +$43.6K 0.07% 186
2020
Q2 		$914 Buy
13,660
+86
+0.6% +$5.38K 0.01% 203
2020
Q1 		$745 Buy
13,574
+994
+8% +$63.7K 0.02% 214
2019
Q4 		$843 Buy
12,580
+2
+0% +$128 0.02% 273
2019
Q3 		$777 Buy
12,578
+1,368
+12% +$83.8K 0.02% 282
2019
Q2 		$683 Buy
11,210
+116
+1% +$6.94K 0.02% 267
2019
Q1 		$656K Buy
+11,094
New +$625K 0.04% 257

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Freestone Capital Holdings's SUSA Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.01% in Q2 2026, buying an estimated $148 and bringing the position to 7,460 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #239.

Freestone Capital Holdings first reported a position in SUSA in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.43M in Q2 2021. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Freestone Capital Holdings held 7,460 shares of iShares ESG Optimized MSCI USA ETF worth $1.15M as of Q2 2026.
  • Freestone Capital Holdings bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #239 holding.
  • Freestone Capital Holdings first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 30 quarters since.
  • Freestone Capital Holdings's iShares ESG Optimized MSCI USA ETF position peaked at $1.43M in Q2 2021.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.