GT
SUSA icon

Glenmede Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Glenmede Trust’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 		$804K Sell
5,210
-32
-0.6% -$4.72K ﹤0.01% 843
2026
Q1 		$692K Sell
5,242
-3,272
-38% -$454K ﹤0.01% 850
2025
Q4 		$1.19M Buy
+8,514
New +$1.18M 0.01% 689
2025
Q1 		$658K Hold
5,724
– – ﹤0.01% 815
2024
Q4 		$696K Sell
5,724
-862
-13% -$106K ﹤0.01% 826
2024
Q3 		$793K Hold
6,586
– – ﹤0.01% 799
2024
Q2 		$740K Sell
6,586
-68
-1% -$7.37K ﹤0.01% 773
2024
Q1 		$726K Buy
6,654
+260
+4% +$27.1K ﹤0.01% 803
2023
Q4 		$643K Hold
6,394
– – ﹤0.01% 825
2023
Q3 		$575K Hold
6,394
– – ﹤0.01% 800
2023
Q2 		$561K Hold
6,394
– – ﹤0.01% 802
2023
Q1 		$561K Buy
6,394
+5,532
+642% +$475K ﹤0.01% 805
2022
Q4 		$71K Hold
862
– – ﹤0.01% 1173
2022
Q3 		$65K Sell
862
-480
-36% -$40.8K ﹤0.01% 1164
2022
Q2 		$108K Buy
1,342
+480
+56% +$42.1K ﹤0.01% 1149
2022
Q1 		$83K Hold
862
– – ﹤0.01% 1204
2021
Q4 		$91K Hold
862
– – ﹤0.01% 1210
2021
Q3 		$82K Buy
+862
New +$85.2K ﹤0.01% 1187
2016
Q3 		– Sell
-20
Closed – – 2673
2016
Q2 		$0 Hold
20
– – ﹤0.01% 2694
2016
Q1 		$0 Hold
20
– – ﹤0.01% 2718
2015
Q4 		$0 Hold
20
– – ﹤0.01% 2769
2015
Q3 		$0 Sell
20
-350
-95% -$14.6K ﹤0.01% 2820
2015
Q2 		$15K Buy
+370
New +$16.1K ﹤0.01% 1994

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 29.18% 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

Glenmede Trust's SUSA Position: Q2 2026 in Review

Glenmede Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.61% in Q2 2026, selling an estimated $4.72K and leaving 5,210 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Glenmede Trust first reported a position in SUSA in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Glenmede Trust held 5,210 shares of iShares ESG Optimized MSCI USA ETF worth $804K as of Q2 2026.
  • Glenmede Trust sold 32 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $4.72K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #843 holding.
  • Glenmede Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and has held it in 23 quarters since.
  • Glenmede Trust's iShares ESG Optimized MSCI USA ETF position peaked at $1.19M in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.