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Hengehold Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hengehold Capital 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 		$941K Buy
6,098
+292
+5% +$43.1K 0.07% 109
2026
Q1 		$767K Sell
5,806
-288
-5% -$39.9K 0.07% 112
2025
Q4 		$849K Buy
6,094
+49
+0.8% +$6.77K 0.07% 104
2025
Q3 		$820K Hold
6,045
– – 0.07% 106
2025
Q2 		$766K Sell
6,045
-386
-6% -$45.5K 0.07% 105
2025
Q1 		$739K Buy
6,431
+68
+1% +$8.24K 0.07% 102
2024
Q4 		$774K Sell
6,363
-143
-2% -$17.5K 0.07% 97
2024
Q3 		$783K Hold
6,506
– – 0.07% 97
2024
Q2 		$731K Buy
6,506
+6
+0.1% +$650 0.08% 93
2024
Q1 		$710K Buy
6,500
+40
+0.6% +$4.17K 0.08% 96
2023
Q4 		$649K Buy
6,460
+508
+9% +$47.4K 0.08% 88
2023
Q3 		$536K Hold
5,952
– – 0.07% 95
2023
Q2 		$557K Buy
5,952
+254
+4% +$22.6K 0.07% 93
2023
Q1 		$500K Buy
5,698
+301
+6% +$25.9K 0.07% 100
2022
Q4 		$444K Buy
5,397
+528
+11% +$43.5K 0.06% 109
2022
Q3 		$370K Buy
4,869
+368
+8% +$31.3K 0.06% 104
2022
Q2 		$363K Buy
4,501
+101
+2% +$8.87K 0.05% 108
2022
Q1 		$426K Sell
4,400
-77
-2% -$7.46K 0.06% 102
2021
Q4 		$476K Buy
4,477
+363
+9% +$37.3K 0.06% 95
2021
Q3 		$395K Buy
4,114
+28
+0.7% +$2.77K 0.05% 104
2021
Q2 		$390K Hold
4,086
– – 0.05% 105
2021
Q1 		$359K Buy
+4,086
New +$349K 0.05% 107

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

Hengehold Capital Management's SUSA Position: Q2 2026 in Review

Hengehold Capital Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5% in Q2 2026, buying an estimated $43.1K and bringing the position to 6,098 shares worth $941K. The position accounts for 0.07% of the portfolio, ranked #109.

Hengehold Capital Management first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Hengehold Capital Management held 6,098 shares of iShares ESG Optimized MSCI USA ETF worth $941K as of Q2 2026.
  • Hengehold Capital Management bought 292 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $43.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Hengehold Capital Management's portfolio in Q2 2026, its #109 holding.
  • Hengehold Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.