Gould Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Gould Asset 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	$1.84M	Sell	11,896 -1,495	-11%	-$221K	0.29%	46
2026 Q1	$1.77M	Buy	13,391 +983	+8%	+$136K	0.31%	43
2025 Q4	$1.73M	Sell	12,408 -665	-5%	-$91.8K	0.31%	44
2025 Q3	$1.77M	Sell	13,073 -235	-2%	-$30.7K	0.33%	43
2025 Q2	$1.69M	Hold	13,308	–	–	0.33%	40
2025 Q1	$1.53M	Sell	13,308 -275	-2%	-$33.3K	0.32%	40
2024 Q4	$1.65M	Sell	13,583 -315	-2%	-$38.6K	0.35%	40
2024 Q3	$1.67M	Sell	13,898 -340	-2%	-$39.2K	0.36%	38
2024 Q2	$1.6M	Sell	14,238 -480	-3%	-$52K	0.37%	38
2024 Q1	$1.61M	Sell	14,718 -410	-3%	-$42.7K	0.39%	36
2023 Q4	$1.52M	Hold	15,128	–	–	0.39%	34
2023 Q3	$1.36M	Sell	15,128 -175	-1%	-$16.5K	0.38%	34
2023 Q2	$1.43M	Buy	15,303 +350	+2%	+$31.1K	0.4%	34
2023 Q1	$1.31M	Sell	14,953 -180	-1%	-$15.5K	0.37%	34
2022 Q4	$1.25M	Buy	15,133 +2,248	+17%	+$185K	0.37%	37
2022 Q3	$978K	Sell	12,885 -145	-1%	-$12.3K	0.33%	33
2022 Q2	$1.05M	Sell	13,030 -130	-1%	-$11.4K	0.34%	33
2022 Q1	$1.27M	Sell	13,160 -495	-4%	-$48K	0.37%	31
2021 Q4	$1.45M	Sell	13,655 -85	-0.6%	-$8.74K	0.41%	29
2021 Q3	$1.32M	Sell	13,740 -150	-1%	-$14.8K	0.41%	30
2021 Q2	$1.33M	Buy	13,890 +200	+1%	+$18.5K	0.38%	35
2021 Q1	$1.2M	Sell	13,690 -670	-5%	-$57.2K	0.37%	39
2020 Q4	$1.18M	Sell	14,360 -420	-3%	-$32.8K	0.36%	39
2020 Q3	$1.09M	Buy	14,780 +60	+0.4%	+$4.33K	0.37%	37
2020 Q2	$985K	Sell	14,720 -430	-3%	-$26.9K	0.35%	40
2020 Q1	$832K	Sell	15,150 -1,600	-10%	-$103K	0.32%	40
2019 Q4	$1.12M	Sell	16,750 -3,080	-16%	-$197K	0.37%	38
2019 Q3	$1.23M	Sell	19,830 -950	-5%	-$58.2K	0.43%	36
2019 Q2	$1.27M	Buy	20,780 +930	+5%	+$55.6K	0.46%	33
2019 Q1	$1.17M	Sell	19,850 -80	-0.4%	-$4.51K	0.44%	36
2018 Q4	$1.03M	Sell	19,930 -1,350	-6%	-$74.9K	0.43%	36
2018 Q3	$1.27M	Buy	21,280 +4,040	+23%	+$237K	0.51%	31
2018 Q2	$972K	Buy	17,240 +1,010	+6%	+$56.9K	0.42%	35
2018 Q1	$900K	Sell	16,230 -3,140	-16%	-$179K	0.39%	41
2017 Q4	$1.08M	Buy	19,370 +5,150	+36%	+$279K	0.47%	34
2017 Q3	$743K	Buy	14,220 +610	+4%	+$31.6K	0.33%	47
2017 Q2	$696K	Buy	13,610 +7,140	+110%	+$359K	0.34%	45
2017 Q1	$318K	Hold	6,470	–	–	0.16%	80
2016 Q4	$298K	Hold	6,470	–	–	0.15%	80
2016 Q3	$294K	Hold	6,470	–	–	0.16%	73
2016 Q2	$280K	Hold	6,470	–	–	0.15%	73
2016 Q1	$275K	Hold	6,470	–	–	0.15%	74
2015 Q4	$270K	Hold	6,470	–	–	0.14%	77
2015 Q3	$255K	Hold	6,470	–	–	0.14%	79
2015 Q2	$275K	Buy	6,470 +490	+8%	+$21.3K	0.14%	85
2015 Q1	$257K	Hold	5,980	–	–	0.13%	81
2014 Q4	$257K	Hold	5,980	–	–	0.13%	89
2014 Q3	$246K	Sell	5,980 -1,700	-22%	-$70.1K	0.12%	89
2014 Q2	$316K	Hold	7,680	–	–	0.15%	70
2014 Q1	$300K	Hold	7,680	–	–	0.16%	68
2013 Q4	$295K	Hold	7,680	–	–	0.17%	63
2013 Q3	$272K	Sell	7,680 -2,100	-21%	-$74K	0.17%	63
2013 Q2	$331K	Buy	+9,780	New	+$332K	0.21%	55

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gould Asset Management's SUSA Position: Q2 2026 in Review

Gould Asset Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 11% in Q2 2026, selling an estimated $221K and leaving 11,896 shares worth $1.84M. The position accounts for 0.29% of the portfolio, ranked #46.

Gould Asset Management first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Gould Asset Management held 11,896 shares of iShares ESG Optimized MSCI USA ETF worth $1.84M as of Q2 2026.
Gould Asset Management sold 1,495 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $221K.
iShares ESG Optimized MSCI USA ETF made up 0.29% of Gould Asset Management's portfolio in Q2 2026, its #46 holding.
Gould Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.