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

Garde Capital’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 		$5.33M Sell
34,525
-140
-0.4% -$20.7K 0.24% 59
2026
Q1 		$4.58M Buy
34,665
+2,413
+7% +$335K 0.27% 50
2025
Q4 		$4.49M Buy
32,252
+594
+2% +$82K 0.27% 52
2025
Q3 		$4.29M Sell
31,658
-3,492
-10% -$456K 0.21% 65
2025
Q2 		$4.46M Sell
35,150
-2,467
-7% -$291K 0.23% 63
2025
Q1 		$4.32M Buy
37,617
+120
+0.3% +$14.5K 0.24% 59
2024
Q4 		$4.56M Sell
37,497
-15,924
-30% -$1.95M 0.3% 47
2024
Q3 		$6.43M Sell
53,421
-266
-0.5% -$30.7K 0.42% 39
2024
Q2 		$6.03M Sell
53,687
-650
-1% -$70.4K 0.42% 41
2024
Q1 		$5.93M Sell
54,337
-48,512
-47% -$5.05M 0.41% 41
2023
Q4 		$10.3M Sell
102,849
-30,461
-23% -$2.84M 0.79% 30
2023
Q3 		$12M Sell
133,310
-15,922
-11% -$1.5M 1.02% 23
2023
Q2 		$14M Buy
149,232
+1,812
+1% +$161K 1.16% 23
2023
Q1 		$12.9M Buy
147,420
+8,286
+6% +$712K 1.42% 18
2022
Q4 		$11.5M Sell
139,134
-10,514
-7% -$866K 1.38% 17
2022
Q3 		$11.4M Buy
149,648
+37,949
+34% +$3.23M 1.47% 15
2022
Q2 		$9.01M Sell
111,699
-5,249
-4% -$461K 1.1% 19
2022
Q1 		$11.3M Buy
116,948
+21,193
+22% +$2.05M 1.16% 19
2021
Q4 		$10.2M Buy
95,755
+19,700
+26% +$2.02M 1% 21
2021
Q3 		$7.3M Buy
76,055
+5,967
+9% +$590K 0.75% 27
2021
Q2 		$6.7M Buy
70,088
+27,138
+63% +$2.51M 0.69% 30
2021
Q1 		$3.77M Buy
42,950
+17,145
+66% +$1.46M 0.44% 38
2020
Q4 		$2.12M Buy
25,805
+1,635
+7% +$128K 0.26% 45
2020
Q3 		$1.78M Buy
24,170
+13,870
+135% +$1M 0.27% 45
2020
Q2 		$689K Sell
10,300
-2,384
-19% -$149K 0.1% 79
2020
Q1 		$696K Sell
12,684
-50,814
-80% -$3.26M 0.12% 67
2019
Q4 		$4.25M Buy
63,498
+12,570
+25% +$804K 0.62% 28
2019
Q3 		$3.15M Sell
50,928
-214
-0.4% -$13.1K 0.49% 34
2019
Q2 		$3.12M Buy
+51,142
New +$3.06M 0.51% 32

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

Garde Capital's SUSA Position: Q2 2026 in Review

Garde Capital reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.4% in Q2 2026, selling an estimated $20.7K and leaving 34,525 shares worth $5.33M. The position accounts for 0.24% of the portfolio, ranked #59.

Garde Capital first reported a position in SUSA in Q2 2019 and has held it in 29 quarters since. The position peaked at $14M in Q2 2023. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Garde Capital held 34,525 shares of iShares ESG Optimized MSCI USA ETF worth $5.33M as of Q2 2026.
  • Garde Capital sold 140 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $20.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.24% of Garde Capital's portfolio in Q2 2026, its #59 holding.
  • Garde Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • Garde Capital's iShares ESG Optimized MSCI USA ETF position peaked at $14M in Q2 2023.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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