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Global Retirement Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Global Retirement Partners’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 		$910K Buy
+5,897
New +$871K 0.01% 789
2025
Q4 		$654K Sell
4,692
-1
-0% -$138 0.01% 826
2025
Q3 		$637K Buy
4,693
+58
+1% +$7.58K 0.01% 683
2025
Q2 		$588K Buy
+4,635
New +$547K 0.01% 657
2024
Q4 		$625K Buy
5,140
+1,465
+40% +$180K 0.02% 567
2024
Q3 		$442K Buy
3,675
+10
+0.3% +$1.15K 0.01% 668
2024
Q2 		$412K Buy
3,665
+212
+6% +$23K 0.01% 661
2024
Q1 		$377K Buy
3,453
+7
+0.2% +$729 0.01% 596
2023
Q4 		$344K Buy
3,446
+10
+0.3% +$933 0.01% 576
2023
Q3 		$307K Sell
3,436
-374
-10% -$35.2K 0.02% 545
2023
Q2 		$357K Buy
3,810
+7
+0.2% +$622 0.02% 526
2023
Q1 		$330K Buy
3,803
+868
+30% +$74.6K 0.02% 529
2022
Q4 		$242K Buy
2,935
+11
+0.4% +$906 0.02% 547
2022
Q3 		$241K Buy
2,924
+398
+16% +$33.9K 0.02% 514
2022
Q2 		$204K Buy
2,526
+7
+0.3% +$614 0.02% 548
2022
Q1 		$212K Buy
+2,519
New +$244K 0.02% 541
2021
Q4 		– Sell
-12
Closed -$1K – 1606
2021
Q3 		$1K Hold
12
– – ﹤0.01% 1932
2021
Q2 		$1K Sell
12
-202
-94% -$18.7K ﹤0.01% 1829
2021
Q1 		$19K Hold
214
– – ﹤0.01% 1131
2020
Q4 		$18K Hold
214
– – ﹤0.01% 1071
2020
Q3 		$16K Hold
214
– – ﹤0.01% 1003
2020
Q2 		$14K Hold
214
– – ﹤0.01% 1021
2020
Q1 		$12K Hold
214
– – ﹤0.01% 989
2019
Q4 		$14K Hold
214
– – ﹤0.01% 1078
2019
Q3 		$13K Hold
214
– – ﹤0.01% 1060
2019
Q2 		$13K Buy
214
+12
+6% +$718 ﹤0.01% 1047
2019
Q1 		$12K Hold
202
– – ﹤0.01% 1012
2018
Q4 		$10K Buy
+202
New +$11.2K ﹤0.01% 981

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

Global Retirement Partners's SUSA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 5,897 shares worth $910K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUSA as recently as Q4 2025.

Global Retirement Partners first reported a position in SUSA in Q4 2018 and has held it in 28 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Global Retirement Partners held 5,897 shares of iShares ESG Optimized MSCI USA ETF worth $910K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #789 holding.
  • Global Retirement Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 28 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.