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Grimes & Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Grimes & Company’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 		$4.65M Buy
30,158
+928
+3% +$137K 0.1% 127
2026
Q1 		$3.86M Sell
29,230
-2,932
-9% -$407K 0.11% 128
2025
Q4 		$4.48M Buy
32,162
+1,074
+3% +$148K 0.11% 119
2025
Q3 		$4.22M Buy
31,088
+84
+0.3% +$11K 0.1% 123
2025
Q2 		$3.93M Buy
31,004
+920
+3% +$108K 0.11% 120
2025
Q1 		$3.46M Buy
30,084
+194
+0.6% +$23.5K 0.11% 115
2024
Q4 		$3.63M Sell
29,890
-120
-0.4% -$14.7K 0.1% 111
2024
Q3 		$3.61M Buy
30,010
+403
+1% +$46.5K 0.1% 110
2024
Q2 		$3.33M Sell
29,607
-404
-1% -$43.8K 0.1% 109
2024
Q1 		$3.28M Buy
30,011
+3,058
+11% +$318K 0.1% 109
2023
Q4 		$2.71M Buy
26,953
+718
+3% +$67K 0.09% 115
2023
Q3 		$2.36M Sell
26,235
-1,094
-4% -$103K 0.09% 111
2023
Q2 		$2.56M Buy
27,329
+401
+1% +$35.6K 0.09% 107
2023
Q1 		$2.36M Buy
26,928
+1,782
+7% +$153K 0.1% 106
2022
Q4 		$2.07M Sell
25,146
-455
-2% -$37.5K 0.09% 118
2022
Q3 		$1.94M Sell
25,601
-2,543
-9% -$216K 0.1% 106
2022
Q2 		$2.27M Sell
28,144
-6,970
-20% -$612K 0.11% 109
2022
Q1 		$3.4M Buy
35,114
+411
+1% +$39.8K 0.18% 100
2021
Q4 		$3.69M Buy
34,703
+2,273
+7% +$234K 0.17% 98
2021
Q3 		$3.11M Buy
32,430
+4,107
+15% +$406K 0.14% 102
2021
Q2 		$2.71M Buy
28,323
+1,926
+7% +$178K 0.12% 106
2021
Q1 		$2.32M Buy
26,397
+3,049
+13% +$260K 0.11% 104
2020
Q4 		$1.92M Buy
23,348
+4,078
+21% +$319K 0.1% 110
2020
Q3 		$1.42M Sell
19,270
-3,322
-15% -$240K 0.09% 114
2020
Q2 		$1.51M Buy
22,592
+9,944
+79% +$622K 0.11% 103
2020
Q1 		$694K Buy
12,648
+708
+6% +$45.4K 0.06% 134
2019
Q4 		$800K Buy
11,940
+1,848
+18% +$118K 0.05% 147
2019
Q3 		$624K Buy
10,092
+920
+10% +$56.3K 0.04% 163
2019
Q2 		$559K Buy
9,172
+1,514
+20% +$90.6K 0.04% 164
2019
Q1 		$453K Buy
7,658
+2,634
+52% +$148K 0.04% 171
2018
Q4 		$259K Buy
+5,024
New +$279K 0.03% 196

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Grimes & Company's SUSA Position: Q2 2026 in Review

Grimes & Company increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.2% in Q2 2026, buying an estimated $137K and bringing the position to 30,158 shares worth $4.65M. The position accounts for 0.1% of the portfolio, ranked #127.

Grimes & Company first reported a position in SUSA in Q4 2018 and has held it in 31 quarters since. 240 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Grimes & Company held 30,158 shares of iShares ESG Optimized MSCI USA ETF worth $4.65M as of Q2 2026.
  • Grimes & Company bought 928 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $137K.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of Grimes & Company's portfolio in Q2 2026, its #127 holding.
  • Grimes & Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.