Hexagon Capital Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-36	Closed	-$4.13K	–	1517
2025 Q1	$4.13K	Hold	36	–	–	﹤0.01%	1229
2024 Q4	$4.38K	Hold	36	–	–	﹤0.01%	1237
2024 Q3	$4.33K	Hold	36	–	–	﹤0.01%	1085
2024 Q2	$4.05K	Hold	36	–	–	﹤0.01%	1039
2024 Q1	$3.93K	Hold	36	–	–	﹤0.01%	1035
2023 Q4	$3.62K	Hold	36	–	–	﹤0.01%	1034
2023 Q3	$3.24K	Hold	36	–	–	﹤0.01%	985
2023 Q2	$3.37K	Hold	36	–	–	﹤0.01%	983
2023 Q1	$3.16K	Hold	36	–	–	﹤0.01%	972
2022 Q4	$2.96K	Hold	36	–	–	﹤0.01%	1007
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	1052
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	919
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	776
2021 Q4	$4K	Hold	36	–	–	﹤0.01%	716
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	737
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	702
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	655
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	653
2020 Q3	$2K	Buy	+36	New	+$2.6K	﹤0.01%	624

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Hexagon Capital Partners's SUSA Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 36 shares — an estimated $4.13K sold.

Hexagon Capital Partners first reported a position in SUSA in Q3 2020 and held it in 19 quarters. The position peaked at $4.38K in Q4 2024. 492 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 36 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $4.13K.
Hexagon Capital Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares ESG Optimized MSCI USA ETF position peaked at $4.38K in Q4 2024.
492 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.