Glenview Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.61M | Hold |
42,500
| – | – | 0.09% | 147 |
|
|
2025
Q4 | $5.92M | Hold |
42,500
| – | – | 0.09% | 145 |
|
|
2025
Q3 | $5.77M | Hold |
42,500
| – | – | 0.09% | 142 |
|
|
2025
Q2 | $5.39M | Hold |
42,500
| – | – | 0.09% | 143 |
|
|
2025
Q1 | $4.88M | Buy |
42,500
+7,500
| +21% | +$909K | 0.09% | 139 |
|
|
2024
Q4 | $4.26M | Buy |
35,000
+5,000
| +17% | +$613K | 0.08% | 150 |
|
|
2024
Q3 | $3.61M | Hold |
30,000
| – | – | 0.07% | 160 |
|
|
2024
Q2 | $3.37M | Buy |
30,000
+2,500
| +9% | +$271K | 0.07% | 157 |
|
|
2024
Q1 | $3M | Hold |
27,500
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $2.76M | Buy |
27,500
+7,500
| +38% | +$700K | 0.07% | 168 |
|
|
2023
Q3 | $1.8M | Buy |
20,000
+8,228
| +70% | +$774K | 0.05% | 181 |
|
|
2023
Q2 | $1.1M | Hold |
11,772
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $1.03M | Hold |
11,772
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $969K | Hold |
11,772
| – | – | 0.03% | 222 |
|
|
2022
Q3 | $894K | Hold |
11,772
| – | – | 0.03% | 210 |
|
|
2022
Q2 | $950K | Hold |
11,772
| – | – | 0.03% | 207 |
|
|
2022
Q1 | $1.14M | Hold |
11,772
| – | – | 0.04% | 200 |
|
|
2021
Q4 | $1.25M | Hold |
11,772
| – | – | 0.04% | 190 |
|
|
2021
Q3 | $1.13M | Hold |
11,772
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $1.13M | Hold |
11,772
| – | – | 0.04% | 182 |
|
|
2021
Q1 | $1.03M | Hold |
11,772
| – | – | 0.04% | 185 |
|
|
2020
Q4 | $969K | Hold |
11,772
| – | – | 0.05% | 180 |
|
|
2020
Q3 | $866K | Hold |
11,772
| – | – | 0.04% | 185 |
|
|
2020
Q2 | $787K | Hold |
11,772
| – | – | 0.04% | 192 |
|
|
2020
Q1 | $646K | Hold |
11,772
| – | – | 0.04% | 196 |
|
|
2019
Q4 | $789K | Hold |
11,772
| – | – | 0.04% | 195 |
|
|
2019
Q3 | $728K | Hold |
11,772
| – | – | 0.04% | 202 |
|
|
2019
Q2 | $717K | Hold |
11,772
| – | – | 0.04% | 205 |
|
|
2019
Q1 | $696K | Hold |
11,772
| – | – | 0.04% | 205 |
|
|
2018
Q4 | $607K | Hold |
11,772
| – | – | 0.04% | 211 |
|
|
2018
Q3 | $703K | Hold |
11,772
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $664K | Hold |
11,772
| – | – | 0.05% | 186 |
|
|
2018
Q1 | $652K | Hold |
11,772
| – | – | 0.05% | 210 |
|
|
2017
Q4 | $654K | Hold |
11,772
| – | – | 0.05% | 214 |
|
|
2017
Q3 | $615K | Hold |
11,772
| – | – | 0.05% | 207 |
|
|
2017
Q2 | $602K | Hold |
11,772
| – | – | 0.05% | 204 |
|
|
2017
Q1 | $578K | Hold |
11,772
| – | – | 0.05% | 207 |
|
|
2016
Q4 | $542K | Buy |
+11,772
| New | +$534K | 0.04% | 208 |
|
Other funds holding SUSA
ST
IAS
AA
MWM
Glenview Trust's SUSA Position: Q1 2026 in Review
Glenview Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 42,500 shares worth $5.61M. The position accounts for 0.09% of the portfolio, ranked #147.
Glenview Trust first reported a position in SUSA in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.92M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.
- Glenview Trust held 42,500 shares of iShares ESG Optimized MSCI USA ETF worth $5.61M as of Q1 2026.
- Glenview Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
- iShares ESG Optimized MSCI USA ETF made up 0.09% of Glenview Trust's portfolio in Q1 2026, its #147 holding.
- Glenview Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2016 and has held it in 38 quarters since.
- Glenview Trust's iShares ESG Optimized MSCI USA ETF position peaked at $5.92M in Q4 2025.
- 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.
Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.