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HM Payson & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

HM Payson & Co’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 		$19.8M Sell
128,070
-36,625
-22% -$5.41M 0.26% 71
2026
Q1 		$21.8M Sell
164,695
-12,877
-7% -$1.79M 0.31% 65
2025
Q4 		$24.7M Buy
177,572
+15,586
+10% +$2.15M 0.35% 61
2025
Q3 		$22M Buy
161,986
+3,229
+2% +$422K 0.32% 60
2025
Q2 		$20.1M Buy
158,757
+69,466
+78% +$8.19M 0.32% 60
2025
Q1 		$10.3M Buy
89,291
+1,182
+1% +$143K 0.18% 76
2024
Q4 		$10.7M Buy
88,109
+5,718
+7% +$701K 0.18% 78
2024
Q3 		$9.92M Sell
82,391
-606
-0.7% -$69.9K 0.17% 81
2024
Q2 		$9.33M Buy
82,997
+1,177
+1% +$128K 0.17% 78
2024
Q1 		$8.93M Sell
81,820
-767
-0.9% -$79.9K 0.17% 82
2023
Q4 		$8.3M Buy
82,587
+2,096
+3% +$196K 0.17% 78
2023
Q3 		$7.24M Buy
80,491
+3,812
+5% +$359K 0.17% 78
2023
Q2 		$7.18M Buy
76,679
+6,264
+9% +$556K 0.16% 80
2023
Q1 		$6.18M Buy
70,415
+195
+0.3% +$16.8K 0.15% 85
2022
Q4 		$5.78M Buy
70,220
+4,416
+7% +$364K 0.14% 83
2022
Q3 		$5M Sell
65,804
-41,673
-39% -$3.54M 0.14% 89
2022
Q2 		$8.67M Buy
107,477
+53,573
+99% +$4.7M 0.22% 77
2022
Q1 		$5.22M Buy
53,904
+165
+0.3% +$16K 0.12% 100
2021
Q4 		$5.71M Buy
53,739
+2,654
+5% +$273K 0.12% 102
2021
Q3 		$4.9M Buy
51,085
+4,518
+10% +$446K 0.12% 107
2021
Q2 		$4.45M Buy
46,567
+1,086
+2% +$100K 0.11% 118
2021
Q1 		$3.99M Buy
45,481
+310
+0.7% +$26.4K 0.11% 118
2020
Q4 		$3.72M Sell
45,171
-2,329
-5% -$182K 0.1% 118
2020
Q3 		$3.49M Buy
47,500
+16,646
+54% +$1.2M 0.11% 112
2020
Q2 		$2.06M Sell
30,854
-8,460
-22% -$529K 0.07% 135
2020
Q1 		$2.16M Buy
39,314
+10,216
+35% +$655K 0.08% 122
2019
Q4 		$1.95M Buy
29,098
+14,278
+96% +$913K 0.06% 144
2019
Q3 		$916K Buy
14,820
+5,484
+59% +$336K 0.03% 206
2019
Q2 		$569K Buy
+9,336
New +$559K 0.02% 254
2019
Q1 		– Sell
-478
Closed -$25K – 270
2018
Q4 		$25K Buy
+478
New +$26.5K 0.07% 96

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HM Payson & Co's SUSA Position: Q2 2026 in Review

HM Payson & Co reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 22% in Q2 2026, selling an estimated $5.41M and leaving 128,070 shares worth $19.8M. The position accounts for 0.26% of the portfolio, ranked #71.

HM Payson & Co first reported a position in SUSA in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.7M in Q4 2025. 89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • HM Payson & Co held 128,070 shares of iShares ESG Optimized MSCI USA ETF worth $19.8M as of Q2 2026.
  • HM Payson & Co sold 36,625 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.41M.
  • iShares ESG Optimized MSCI USA ETF made up 0.26% of HM Payson & Co's portfolio in Q2 2026, its #71 holding.
  • HM Payson & Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • HM Payson & Co's iShares ESG Optimized MSCI USA ETF position peaked at $24.7M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.