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Kathleen S. Wright Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$13K Hold
96
– – ﹤0.01% 204
2025
Q2 		$12.2K Buy
+96
New +$11.3K ﹤0.01% 213

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kathleen S. Wright Associates's SUSA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2025 at 96 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Kathleen S. Wright Associates first reported a position in SUSA in Q2 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Kathleen S. Wright Associates held 96 shares of iShares ESG Optimized MSCI USA ETF worth $13K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2025.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #204 holding.
  • Kathleen S. Wright Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.