HighTower Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.2M | Sell |
72,894
-13,575
| -16% | -$2M | 0.01% | 884 |
|
|
2026
Q1 | $11.4M | Buy |
86,469
+2,732
| +3% | +$379K | 0.01% | 817 |
|
|
2025
Q4 | $11.7M | Sell |
83,737
-4,871
| -5% | -$673K | 0.01% | 801 |
|
|
2025
Q3 | $12M | Sell |
88,608
-1,474
| -2% | -$193K | 0.01% | 775 |
|
|
2025
Q2 | $11.4M | Buy |
90,082
+11,583
| +15% | +$1.37M | 0.01% | 746 |
|
|
2025
Q1 | $9.02M | Sell |
78,499
-8,041
| -9% | -$975K | 0.01% | 805 |
|
|
2024
Q4 | $10.5M | Sell |
86,540
-15,863
| -15% | -$1.95M | 0.01% | 733 |
|
|
2024
Q3 | $12.3M | Sell |
102,403
-5,327
| -5% | -$615K | 0.02% | 676 |
|
|
2024
Q2 | $12.1M | Sell |
107,730
-3,913
| -4% | -$424K | 0.02% | 642 |
|
|
2024
Q1 | $12.2M | Sell |
111,643
-1,701
| -2% | -$177K | 0.02% | 624 |
|
|
2023
Q4 | $11.4M | Buy |
113,344
+3,061
| +3% | +$286K | 0.02% | 652 |
|
|
2023
Q3 | $9.93M | Buy |
110,283
+3,938
| +4% | +$371K | 0.02% | 668 |
|
|
2023
Q2 | $9.95M | Buy |
106,345
+514
| +0.5% | +$45.7K | 0.02% | 646 |
|
|
2023
Q1 | $9.29M | Sell |
105,831
-1,602
| -1% | -$138K | 0.02% | 653 |
|
|
2022
Q4 | $8.85M | Buy |
107,433
+32,646
| +44% | +$2.69M | 0.02% | 657 |
|
|
2022
Q3 | $5.68M | Buy |
74,787
+5,069
| +7% | +$431K | 0.02% | 747 |
|
|
2022
Q2 | $5.62M | Sell |
69,718
-4,253
| -6% | -$373K | 0.01% | 766 |
|
|
2022
Q1 | $7.17M | Sell |
73,971
-4,961
| -6% | -$481K | 0.02% | 742 |
|
|
2021
Q4 | $8.39M | Buy |
78,932
+2,993
| +4% | +$308K | 0.02% | 674 |
|
|
2021
Q3 | $7.29M | Buy |
75,939
+4,647
| +7% | +$459K | 0.02% | 671 |
|
|
2021
Q2 | $6.81M | Buy |
71,292
+8,881
| +14% | +$821K | 0.02% | 676 |
|
|
2021
Q1 | $5.48M | Buy |
62,411
+2,530
| +4% | +$216K | 0.02% | 702 |
|
|
2020
Q4 | $4.93M | Buy |
59,881
+11,787
| +25% | +$921K | 0.02% | 601 |
|
|
2020
Q3 | $3.54M | Sell |
48,094
-138
| -0.3% | -$9.97K | 0.02% | 673 |
|
|
2020
Q2 | $3.22M | Sell |
48,232
-8,080
| -14% | -$506K | 0.02% | 653 |
|
|
2020
Q1 | $3.09M | Sell |
56,312
-6,028
| -10% | -$386K | 0.02% | 597 |
|
|
2019
Q4 | $4.17M | Buy |
62,340
+4,184
| +7% | +$268K | 0.02% | 616 |
|
|
2019
Q3 | $3.59M | Buy |
58,156
+16,598
| +40% | +$1.02M | 0.02% | 691 |
|
|
2019
Q2 | $2.53M | Buy |
41,558
+24,854
| +149% | +$1.49M | 0.02% | 812 |
|
|
2019
Q1 | $990K | Sell |
16,704
-406
| -2% | -$22.9K | 0.01% | 1147 |
|
|
2018
Q4 | $881K | Sell |
17,110
-2,014
| -11% | -$112K | 0.01% | 1099 |
|
|
2018
Q3 | $1.14M | Buy |
19,124
+66
| +0.3% | +$3.87K | 0.01% | 1058 |
|
|
2018
Q2 | $1.07M | Buy |
19,058
+966
| +5% | +$54.4K | 0.01% | 1088 |
|
|
2018
Q1 | $1M | Buy |
18,092
+1,468
| +9% | +$83.5K | 0.01% | 1074 |
|
|
2017
Q4 | $926K | Buy |
16,624
+974
| +6% | +$52.8K | 0.01% | 1147 |
|
|
2017
Q3 | $818K | Buy |
15,650
+1,174
| +8% | +$60.8K | 0.01% | 1199 |
|
|
2017
Q2 | $739K | Buy |
14,476
+202
| +1% | +$10.2K | 0.01% | 1195 |
|
|
2017
Q1 | $702K | Buy |
14,274
+538
| +4% | +$25.8K | 0.01% | 1186 |
|
|
2016
Q4 | $633K | Sell |
13,736
-220
| -2% | -$9.98K | 0.01% | 1162 |
|
|
2016
Q3 | $633K | Sell |
13,956
-306
| -2% | -$13.8K | 0.01% | 1118 |
|
|
2016
Q2 | $618K | Buy |
14,262
+136
| +1% | +$5.84K | 0.01% | 1065 |
|
|
2016
Q1 | $600K | Sell |
14,126
-706
| -5% | -$28.2K | ﹤0.01% | 1286 |
|
|
2015
Q4 | $622K | Buy |
14,832
+990
| +7% | +$41.6K | 0.01% | 1206 |
|
|
2015
Q3 | $545K | Buy |
13,842
+788
| +6% | +$32.8K | 0.01% | 1165 |
|
|
2015
Q2 | $555K | Buy |
13,054
+236
| +2% | +$10.3K | 0.01% | 975 |
|
|
2015
Q1 | $550K | Buy |
12,818
+1,960
| +18% | +$84.1K | 0.01% | 1037 |
|
|
2014
Q4 | $467K | Buy |
10,858
+452
| +4% | +$19K | 0.01% | 1074 |
|
|
2014
Q3 | $428K | Buy |
10,406
+690
| +7% | +$28.5K | 0.01% | 1073 |
|
|
2014
Q2 | $400K | Buy |
+9,716
| New | +$386K | 0.01% | 1132 |
|
Other funds holding SUSA
ST
IAS
HighTower Advisors's SUSA Position: Q2 2026 in Review
HighTower Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q2 2026, selling an estimated $2M and leaving 72,894 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #884.
HighTower Advisors first reported a position in SUSA in Q2 2014 and has held it in 49 quarters since. The position peaked at $12.3M in Q3 2024. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- HighTower Advisors held 72,894 shares of iShares ESG Optimized MSCI USA ETF worth $11.2M as of Q2 2026.
- HighTower Advisors sold 13,575 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2M.
- iShares ESG Optimized MSCI USA ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #884 holding.
- HighTower Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2014 and has held it in 49 quarters since.
- HighTower Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $12.3M in Q3 2024.
- 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.