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Greenup Street Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Greenup Street Wealth 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 		$697K Sell
4,518
-3,557
-44% -$525K 0.08% 83
2026
Q1 		$1.07M Sell
8,075
-546
-6% -$75.7K 0.15% 69
2025
Q4 		$1.2M Sell
8,621
-126
-1% -$17.4K 0.17% 65
2025
Q3 		$1.19M Buy
8,747
+969
+12% +$127K 0.18% 72
2025
Q2 		$986K Sell
7,778
-182
-2% -$21.5K 0.17% 62
2025
Q1 		$914K Sell
7,960
-415
-5% -$50.3K 0.18% 63
2024
Q4 		$1.02M Buy
8,375
+2,703
+48% +$332K 0.2% 58
2024
Q3 		$683K Sell
5,672
-49
-0.9% -$5.65K 0.14% 59
2024
Q2 		$643K Sell
5,721
-167
-3% -$18.1K 0.15% 59
2024
Q1 		$643K Sell
5,888
-954
-14% -$99.3K 0.16% 60
2023
Q4 		$688K Buy
6,842
+840
+14% +$78.4K 0.19% 58
2023
Q3 		$540K Sell
6,002
-693
-10% -$65.2K 0.18% 61
2023
Q2 		$627K Sell
6,695
-1,391
-17% -$124K 0.17% 71
2023
Q1 		$710K Buy
8,086
+2,151
+36% +$185K 0.25% 53
2022
Q4 		$489K Sell
5,935
-1,292
-18% -$106K 0.2% 69
2022
Q3 		$549K Buy
7,227
+2,196
+44% +$187K 0.25% 60
2022
Q2 		$406K Sell
5,031
-210
-4% -$18.4K 0.19% 64
2022
Q1 		$508K Buy
5,241
+592
+13% +$57.4K 0.28% 60
2021
Q4 		$494K Buy
+4,649
New +$478K 0.29% 59

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

Greenup Street Wealth Management's SUSA Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 44% in Q2 2026, selling an estimated $525K and leaving 4,518 shares worth $697K. The position accounts for 0.08% of the portfolio, ranked #83.

Greenup Street Wealth Management first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Greenup Street Wealth Management held 4,518 shares of iShares ESG Optimized MSCI USA ETF worth $697K as of Q2 2026.
  • Greenup Street Wealth Management sold 3,557 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $525K.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of Greenup Street Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Greenup Street Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Greenup Street Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.2M in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.