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Keystone Global Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Keystone Global Partners’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
Q2 		– Sell
-1
Closed -$114 – 204
2025
Q1 		$114 Buy
+1
New +$121 ﹤0.01% 157

Other funds holding SUSA

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

Keystone Global Partners's SUSA Position: Q2 2025 in Review

Keystone Global Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 1 share — an estimated $114 sold.

Keystone Global Partners first reported a position in SUSA in Q1 2025 and held it in 1 quarter. The position peaked at $114 in Q1 2025. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Keystone Global Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 iShares ESG Optimized MSCI USA ETF share in Q2 2025, an estimated $114.
  • Keystone Global Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's iShares ESG Optimized MSCI USA ETF position peaked at $114 in Q1 2025.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.