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Granite Investment Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Granite Investment 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
Q1 		– Sell
-36,688
Closed -$5.11M – 281
2025
Q4 		$5.11M Buy
+36,688
New +$5.07M 0.3% 107
2025
Q1 		– Sell
-21,897
Closed -$2.66M – 273
2024
Q4 		$2.66M Buy
+21,897
New +$2.69M 0.12% 175
2022
Q1 		– Sell
-50,172
Closed -$5.33M – 290
2021
Q4 		$5.33M Buy
+50,172
New +$5.16M 0.16% 133
2020
Q1 		– Sell
-21,230
Closed -$1.46M – 307
2019
Q4 		$1.46M Buy
+21,230
New +$1.36M 0.07% 212
2019
Q1 		– Sell
-60,648
Closed -$3.13M – 369
2018
Q4 		$3.13M Buy
+60,648
New +$3.36M 0.23% 111
2017
Q1 		– Sell
-26,344
Closed -$1.23M – 315
2016
Q4 		$1.23M Buy
+26,344
New +$1.2M 0.09% 210
2016
Q1 		– Sell
-14,420
Closed -$601K – 312
2015
Q4 		$601K Buy
+14,420
New +$606K 0.05% 263
2014
Q1 		– Sell
-6,940
Closed -$266K – 274
2013
Q4 		$266K Buy
+6,940
New +$256K 0.04% 237

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

Granite Investment Partners's SUSA Position: Q1 2026 in Review

Granite Investment Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 36,688 shares — an estimated $5.11M sold.

Granite Investment Partners first reported a position in SUSA in Q4 2013 and held it in 8 quarters. The position peaked at $5.33M in Q4 2021. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Granite Investment Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Granite Investment Partners sold 36,688 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $5.11M.
  • Granite Investment Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and held it in 8 quarters.
  • Granite Investment Partners's iShares ESG Optimized MSCI USA ETF position peaked at $5.33M in Q4 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.