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Fund Evaluation Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fund Evaluation 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
2026
Q2 		$10.9M Buy
70,915
+976
+1% +$144K 0.3% 34
2026
Q1 		$9.24M Sell
69,939
-57,777
-45% -$8.01M 0.28% 31
2025
Q4 		$17.8M Sell
127,716
-2,330
-2% -$322K 0.59% 18
2025
Q3 		$17.6M Buy
130,046
+5,960
+5% +$778K 0.64% 16
2025
Q2 		$15.7M Sell
124,086
-4,559
-4% -$538K 0.61% 18
2025
Q1 		$14.8M Sell
128,645
-13,999
-10% -$1.7M 0.64% 15
2024
Q4 		$17.3M Sell
142,644
-11,039
-7% -$1.35M 0.81% 12
2024
Q3 		$18.5M Sell
153,683
-45,193
-23% -$5.21M 1.02% 10
2024
Q2 		$22.3M Sell
198,876
-4,541
-2% -$492K 1.37% 11
2024
Q1 		$22.2M Buy
203,417
+28,808
+16% +$3M 1.39% 11
2023
Q4 		$17.6M Buy
174,609
+2,965
+2% +$277K 1.28% 12
2023
Q3 		$15.4M Buy
+171,644
New +$16.2M 1.37% 11
2019
Q4 		– Sell
-26,440
Closed -$1.63M – 40
2019
Q3 		$1.63M Sell
26,440
-708
-3% -$43.3K 0.3% 15
2019
Q2 		$1.65M Sell
27,148
-134
-0.5% -$8.02K 0.28% 17
2019
Q1 		$1.61M Buy
27,282
+1,722
+7% +$97.1K 0.31% 16
2018
Q4 		$1.32M Sell
25,560
-1,824
-7% -$101K 0.33% 15
2018
Q3 		$1.63M Buy
+27,384
New +$1.61M 0.27% 37

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

Fund Evaluation Group's SUSA Position: Q2 2026 in Review

Fund Evaluation Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.4% in Q2 2026, buying an estimated $144K and bringing the position to 70,915 shares worth $10.9M. The position accounts for 0.3% of the portfolio, ranked #34.

Fund Evaluation Group first reported a position in SUSA in Q3 2018 and has held it in 17 quarters since. The position peaked at $22.3M in Q2 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Fund Evaluation Group held 70,915 shares of iShares ESG Optimized MSCI USA ETF worth $10.9M as of Q2 2026.
  • Fund Evaluation Group bought 976 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $144K.
  • iShares ESG Optimized MSCI USA ETF made up 0.3% of Fund Evaluation Group's portfolio in Q2 2026, its #34 holding.
  • Fund Evaluation Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 17 quarters since.
  • Fund Evaluation Group's iShares ESG Optimized MSCI USA ETF position peaked at $22.3M in Q2 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.