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

Highview 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 Q1	$451K	Hold	3,413	–	–	0.16%	82
2025 Q4	$476K	Hold	3,413	–	–	0.17%	82
2025 Q3	$463K	Hold	3,413	–	–	0.17%	80
2025 Q2	$433K	Hold	3,413	–	–	0.17%	84
2025 Q1	$392K	Hold	3,413	–	–	0.16%	78
2024 Q4	$415K	Hold	3,413	–	–	0.16%	89
2024 Q3	$411K	Hold	3,413	–	–	0.17%	88
2024 Q2	$384K	Sell	3,413 -362	-10%	-$39.2K	0.16%	92
2024 Q1	$412K	Hold	3,775	–	–	0.19%	91
2023 Q4	$379K	Hold	3,775	–	–	0.2%	80
2023 Q3	$340K	Hold	3,775	–	–	0.19%	85
2023 Q2	$353K	Hold	3,775	–	–	0.19%	78
2023 Q1	$331K	Hold	3,775	–	–	0.19%	76
2022 Q4	$311K	Hold	3,775	–	–	0.19%	86
2022 Q3	$287K	Buy	+3,775	New	+$321K	0.21%	81

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 $4.86B AUM 22.78% 1-Year Est. Return

Highview Capital Management's SUSA Position: Q1 2026 in Review

Highview Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 3,413 shares worth $451K. The position accounts for 0.16% of the portfolio, ranked #82.

Highview Capital Management first reported a position in SUSA in Q3 2022 and has held it in 15 quarters since. The position peaked at $476K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Highview Capital Management held 3,413 shares of iShares ESG Optimized MSCI USA ETF worth $451K as of Q1 2026.
Highview Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.16% of Highview Capital Management's portfolio in Q1 2026, its #82 holding.
Highview Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
Highview Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $476K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.