Kesler Norman & Wride’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kesler Norman & Wride’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	$719K	Hold	4,662	–	–	0.11%	174
2026 Q1	$616K	Hold	4,662	–	–	0.11%	173
2025 Q4	$650K	Hold	4,662	–	–	0.11%	174
2025 Q3	$567K	Hold	4,662	–	–	0.11%	167
2025 Q2	$591K	Hold	4,662	–	–	0.1%	178
2025 Q1	$536K	Hold	4,662	–	–	0.1%	175
2024 Q4	$567K	Hold	4,662	–	–	0.12%	162
2024 Q3	$561K	Hold	4,662	–	–	0.11%	155
2024 Q2	$524K	Hold	4,662	–	–	0.11%	130
2024 Q1	$509K	Hold	4,662	–	–	0.11%	126
2023 Q4	$469K	Hold	4,662	–	–	0.11%	127
2023 Q3	$419K	Hold	4,662	–	–	0.11%	136
2023 Q2	$437K	Hold	4,662	–	–	0.11%	133
2023 Q1	$409K	Hold	4,662	–	–	0.1%	132
2022 Q4	$384K	Hold	4,662	–	–	0.1%	138
2022 Q3	$354K	Hold	4,662	–	–	0.1%	143
2022 Q2	$376K	Sell	4,662 -42	-0.9%	-$3.69K	0.1%	129
2022 Q1	$456K	Hold	4,704	–	–	0.1%	126
2021 Q4	$500K	Hold	4,704	–	–	0.11%	127
2021 Q3	$451K	Hold	4,704	–	–	0.11%	130
2021 Q2	$462K	Hold	4,704	–	–	0.11%	131
2021 Q1	$413K	Hold	4,704	–	–	0.1%	132
2020 Q4	$387K	Buy	+4,704	New	+$368K	0.11%	131

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

Kesler Norman & Wride's SUSA Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4,662 shares worth $719K. The position accounts for 0.11% of the portfolio, ranked #174.

Kesler Norman & Wride first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Kesler Norman & Wride held 4,662 shares of iShares ESG Optimized MSCI USA ETF worth $719K as of Q2 2026.
Kesler Norman & Wride left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.11% of Kesler Norman & Wride's portfolio in Q2 2026, its #174 holding.
Kesler Norman & Wride first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.