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GLOBALT Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GLOBALT Investments’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 		– Sell
-1,481
Closed -$206K – 210
2025
Q4 		$206K Sell
1,481
-11
-0.7% -$1.52K 0.01% 204
2025
Q3 		$202K Buy
+1,492
New +$195K 0.01% 207
2024
Q4 		– Sell
-2,153
Closed -$259K – 210
2024
Q3 		$259K Buy
2,153
+71
+3% +$8.19K 0.01% 197
2024
Q2 		$234K Sell
2,082
-10
-0.5% -$1.08K 0.01% 200
2024
Q1 		$228K Sell
2,092
-276
-12% -$28.7K 0.01% 198
2023
Q4 		$238K Buy
+2,368
New +$221K 0.01% 202

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

GLOBALT Investments's SUSA Position: Q1 2026 in Review

GLOBALT Investments sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 1,481 shares — an estimated $206K sold.

GLOBALT Investments first reported a position in SUSA in Q4 2023 and held it in 6 quarters. The position peaked at $259K in Q3 2024. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • GLOBALT Investments reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • GLOBALT Investments sold 1,481 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $206K.
  • GLOBALT Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 6 quarters.
  • GLOBALT Investments's iShares ESG Optimized MSCI USA ETF position peaked at $259K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.