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Global View Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Global View Capital Management’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 		$355K Sell
2,303
-921
-29% -$136K 0.07% 99
2026
Q1 		$426K Buy
3,224
+124
+4% +$17.2K 0.11% 92
2025
Q4 		$432K Sell
3,100
-2,329
-43% -$322K 0.08% 88
2025
Q3 		$736K Buy
5,429
+3,527
+185% +$461K 0.16% 70
2025
Q2 		$241K Sell
1,902
-1,268
-40% -$150K 0.08% 106
2025
Q1 		$364K Sell
3,170
-1,510
-32% -$183K 0.13% 80
2024
Q4 		$568K Buy
+4,680
New +$574K 0.2% 71

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 View Capital Management's SUSA Position: Q2 2026 in Review

Global View Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 29% in Q2 2026, selling an estimated $136K and leaving 2,303 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #99.

Global View Capital Management first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $736K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Global View Capital Management held 2,303 shares of iShares ESG Optimized MSCI USA ETF worth $355K as of Q2 2026.
  • Global View Capital Management sold 921 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $136K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Global View Capital Management's portfolio in Q2 2026, its #99 holding.
  • Global View Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Global View Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $736K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.