Kennebec Savings Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kennebec Savings Bank’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	$349K	Sell	2,260 -47	-2%	-$6.94K	0.28%	81
2026 Q1	$305K	Hold	2,307	–	–	0.27%	85
2025 Q4	$321K	Buy	2,307 +546	+31%	+$75.4K	0.28%	84
2025 Q3	$239K	Buy	1,761 +65	+4%	+$8.49K	0.22%	87
2025 Q2	$215K	Sell	1,696 -452	-21%	-$53.3K	0.21%	90
2025 Q1	$247K	Sell	2,148 -50	-2%	-$6.06K	0.26%	87
2024 Q4	$266K	Hold	2,198	–	–	0.27%	90
2024 Q3	$265K	Buy	+2,198	New	+$254K	0.26%	89

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kennebec Savings Bank's SUSA Position: Q2 2026 in Review

Kennebec Savings Bank reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, selling an estimated $6.94K and leaving 2,260 shares worth $349K. The position accounts for 0.28% of the portfolio, ranked #81.

Kennebec Savings Bank first reported a position in SUSA in Q3 2024 and has held it in 8 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Kennebec Savings Bank held 2,260 shares of iShares ESG Optimized MSCI USA ETF worth $349K as of Q2 2026.
Kennebec Savings Bank sold 47 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $6.94K.
iShares ESG Optimized MSCI USA ETF made up 0.28% of Kennebec Savings Bank's portfolio in Q2 2026, its #81 holding.
Kennebec Savings Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.