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J. Mark Nickell & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

J. Mark Nickell & 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 		– Sell
-3,363
Closed -$444K – 38
2026
Q1 		$444K Hold
3,363
– – 0.4% 20
2025
Q4 		$469K Buy
+3,363
New +$464K 0.43% 20

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

J. Mark Nickell & Co's SUSA Position: Q2 2026 in Review

J. Mark Nickell & Co sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 3,363 shares — an estimated $444K sold.

J. Mark Nickell & Co first reported a position in SUSA in Q4 2025 and held it in 2 quarters. The position peaked at $469K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • J. Mark Nickell & Co reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • J. Mark Nickell & Co sold 3,363 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $444K.
  • J. Mark Nickell & Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • J. Mark Nickell & Co's iShares ESG Optimized MSCI USA ETF position peaked at $469K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.