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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
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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Glenmede Trust's SUSA Position: Q1 2026 in Review

Glenmede Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 38% in Q1 2026, selling an estimated $454K and leaving 5,242 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Glenmede Trust first reported a position in SUSA in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Glenmede Trust held 5,242 shares of iShares ESG Optimized MSCI USA ETF worth $692K as of Q1 2026.
  • Glenmede Trust sold 3,272 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $454K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #850 holding.
  • Glenmede Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and has held it in 22 quarters since.
  • Glenmede Trust's iShares ESG Optimized MSCI USA ETF position peaked at $1.19M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.