KeyBank National Association’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

KeyBank National Association’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	$7.96M	Sell	51,561 -1,843	-3%	-$272K	0.03%	264
2026 Q1	$7.05M	Sell	53,404 -921	-2%	-$128K	0.03%	272
2025 Q4	$7.57M	Buy	54,325 +555	+1%	+$76.6K	0.03%	258
2025 Q3	$7.29M	Sell	53,770 -511	-0.9%	-$66.7K	0.03%	256
2025 Q2	$6.88M	Sell	54,281 -1,963	-3%	-$231K	0.03%	266
2025 Q1	$6.46M	Sell	56,244 -3,936	-7%	-$477K	0.03%	262
2024 Q4	$7.32M	Sell	60,180 -38	-0.1%	-$4.66K	0.03%	257
2024 Q3	$7.25M	Sell	60,218 -270	-0.4%	-$31.1K	0.03%	256
2024 Q2	$6.8M	Sell	60,488 -5,469	-8%	-$593K	0.03%	251
2024 Q1	$7.2M	Sell	65,957 -1,611	-2%	-$168K	0.03%	246
2023 Q4	$6.79M	Buy	67,568 +189	+0.3%	+$17.6K	0.03%	250
2023 Q3	$6.06M	Buy	67,379 +2,814	+4%	+$265K	0.03%	247
2023 Q2	$6.05M	Buy	64,565 +300	+0.5%	+$26.6K	0.03%	251
2023 Q1	$5.64M	Buy	64,265 +4,575	+8%	+$393K	0.03%	255
2022 Q4	$4.91M	Buy	59,690 +9,906	+20%	+$816K	0.02%	264
2022 Q3	$3.78M	Hold	49,784	–	–	0.02%	283
2022 Q2	$4.02M	Sell	49,784 -970	-2%	-$85.2K	0.02%	285
2022 Q1	$4.92M	Sell	50,754 -1,126	-2%	-$109K	0.02%	272
2021 Q4	$5.51M	Buy	51,880 +1,776	+4%	+$183K	0.02%	269
2021 Q3	$4.81M	Buy	50,104 +120	+0.2%	+$11.9K	0.02%	270
2021 Q2	$4.78M	Buy	49,984 +444	+0.9%	+$41.1K	0.02%	274
2021 Q1	$4.35M	Sell	49,540 -21,268	-30%	-$1.81M	0.02%	279
2020 Q4	$5.83M	Buy	70,808 +13,758	+24%	+$1.08M	0.03%	246
2020 Q3	$4.2M	Buy	57,050 +5,968	+12%	+$431K	0.02%	267
2020 Q2	$3.42M	Buy	51,082 +1,882	+4%	+$118K	0.02%	286
2020 Q1	$2.7M	Buy	49,200 +2,026	+4%	+$130K	0.02%	298
2019 Q4	$3.16M	Hold	47,174	–	–	0.02%	311
2019 Q3	$2.92M	Buy	47,174 +1,306	+3%	+$80K	0.02%	308
2019 Q2	$2.79M	Buy	45,868 +6,332	+16%	+$379K	0.02%	318
2019 Q1	$2.34M	Buy	39,536 +1,548	+4%	+$87.2K	0.01%	335
2018 Q4	$1.96M	Buy	37,988 +2,538	+7%	+$141K	0.01%	348
2018 Q3	$2.12M	Buy	35,450 +3,900	+12%	+$229K	0.01%	345
2018 Q2	$1.78M	Buy	31,550 +13,010	+70%	+$732K	0.01%	380
2018 Q1	$1.03M	Buy	18,540 +3,020	+19%	+$172K	0.01%	524
2017 Q4	$862K	Sell	15,520 -2,360	-13%	-$128K	﹤0.01%	598
2017 Q3	$934K	Buy	17,880 +5,240	+41%	+$271K	0.01%	586
2017 Q2	$646K	Buy	+12,640	New	+$635K	﹤0.01%	736

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

KeyBank National Association's SUSA Position: Q2 2026 in Review

KeyBank National Association reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.5% in Q2 2026, selling an estimated $272K and leaving 51,561 shares worth $7.96M. The position accounts for 0.03% of the portfolio, ranked #264.

KeyBank National Association first reported a position in SUSA in Q2 2017 and has held it in 37 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

KeyBank National Association held 51,561 shares of iShares ESG Optimized MSCI USA ETF worth $7.96M as of Q2 2026.
KeyBank National Association sold 1,843 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $272K.
iShares ESG Optimized MSCI USA ETF made up 0.03% of KeyBank National Association's portfolio in Q2 2026, its #264 holding.
KeyBank National Association first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2017 and has held it in 37 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.