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Johnson Investment Counsel’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Johnson Investment Counsel’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 		$674K Buy
4,369
+85
+2% +$12.6K ﹤0.01% 539
2026
Q1 		$566K Hold
4,284
– – ﹤0.01% 555
2025
Q4 		$597K Hold
4,284
– – ﹤0.01% 509
2025
Q3 		$581K Sell
4,284
-100
-2% -$13.1K ﹤0.01% 542
2025
Q2 		$556K Buy
4,384
+85
+2% +$10K 0.01% 524
2025
Q1 		$494K Hold
4,299
– – ﹤0.01% 535
2024
Q4 		$523K Hold
4,299
– – 0.01% 521
2024
Q3 		$517K Buy
4,299
+165
+4% +$19K 0.01% 512
2024
Q2 		$465K Hold
4,134
– – ﹤0.01% 510
2024
Q1 		$451K Hold
4,134
– – ﹤0.01% 524
2023
Q4 		$416K Hold
4,134
– – ﹤0.01% 523
2023
Q3 		$372K Hold
4,134
– – ﹤0.01% 514
2023
Q2 		$387K Sell
4,134
-110
-3% -$9.77K ﹤0.01% 518
2023
Q1 		$372K Hold
4,244
– – ﹤0.01% 510
2022
Q4 		$349K Buy
4,244
+140
+3% +$11.5K ﹤0.01% 520
2022
Q3 		$312K Sell
4,104
-340
-8% -$28.9K ﹤0.01% 533
2022
Q2 		$359K Buy
4,444
+200
+5% +$17.6K 0.01% 514
2022
Q1 		$411K Hold
4,244
– – 0.01% 509
2021
Q4 		$451K Buy
4,244
+190
+5% +$19.5K 0.01% 492
2021
Q3 		$389K Hold
4,054
– – 0.01% 493
2021
Q2 		$387K Hold
4,054
– – 0.01% 488
2021
Q1 		$356K Buy
4,054
+4
+0.1% +$341 0.01% 484
2020
Q4 		$333K Hold
4,050
– – 0.01% 478
2020
Q3 		$298K Hold
4,050
– – 0.01% 472
2020
Q2 		$271K Buy
4,050
+10
+0.2% +$626 0.01% 494
2020
Q1 		$222K Buy
4,040
+430
+12% +$27.6K ﹤0.01% 505
2019
Q4 		$242K Hold
3,610
– – ﹤0.01% 548
2019
Q3 		$223K Buy
3,610
+100
+3% +$6.12K ﹤0.01% 554
2019
Q2 		$212K Buy
+3,510
New +$210K ﹤0.01% 566

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

Johnson Investment Counsel's SUSA Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,369 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Johnson Investment Counsel first reported a position in SUSA in Q2 2019 and has held it in 29 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Johnson Investment Counsel held 4,369 shares of iShares ESG Optimized MSCI USA ETF worth $674K as of Q2 2026.
  • Johnson Investment Counsel bought 85 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $12.6K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #539 holding.
  • Johnson Investment Counsel first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.