Haverford Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Haverford Trust 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 Q1	$1.08M	Sell	8,180 -200	-2%	-$27.7K	0.01%	223
2025 Q4	$1.17M	Hold	8,380	–	–	0.01%	219
2025 Q3	$1.14M	Sell	8,380 -100	-1%	-$13.1K	0.01%	217
2025 Q2	$1.07M	Hold	8,480	–	–	0.01%	226
2025 Q1	$974K	Hold	8,480	–	–	0.01%	222
2024 Q4	$1.03M	Hold	8,480	–	–	0.01%	217
2024 Q3	$1.02M	Hold	8,480	–	–	0.01%	227
2024 Q2	$953K	Hold	8,480	–	–	0.01%	225
2024 Q1	$926K	Sell	8,480 -736	-8%	-$76.6K	0.01%	229
2023 Q4	$926K	Buy	+9,216	New	+$860K	0.01%	219
2021 Q3	–	Sell	-2,775	Closed	-$265K	–	367
2021 Q2	$265K	Hold	2,775	–	–	﹤0.01%	310
2021 Q1	$244K	Hold	2,775	–	–	﹤0.01%	289
2020 Q4	$228K	Sell	2,775 -85	-3%	-$6.64K	﹤0.01%	277
2020 Q3	$210K	Buy	+2,860	New	+$207K	﹤0.01%	279

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Haverford Trust Company's SUSA Position: Q1 2026 in Review

Haverford Trust Company reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.4% in Q1 2026, selling an estimated $27.7K and leaving 8,180 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #223.

Haverford Trust Company first reported a position in SUSA in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Haverford Trust Company held 8,180 shares of iShares ESG Optimized MSCI USA ETF worth $1.08M as of Q1 2026.
Haverford Trust Company sold 200 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $27.7K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Haverford Trust Company's portfolio in Q1 2026, its #223 holding.
Haverford Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 14 quarters since.
Haverford Trust Company's iShares ESG Optimized MSCI USA ETF position peaked at $1.17M in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.