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Klingman & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Klingman & 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
2026
Q1 		$359K Buy
2,719
+25
+0.9% +$3.47K 0.02% 235
2025
Q4 		$375K Hold
2,694
– – 0.02% 229
2025
Q3 		$365K Hold
2,694
– – 0.02% 231
2025
Q2 		$341K Hold
2,694
– – 0.02% 226
2025
Q1 		$309K Hold
2,694
– – 0.02% 218
2024
Q4 		$328K Hold
2,694
– – 0.02% 194
2024
Q3 		$324K Hold
2,694
– – 0.02% 205
2024
Q2 		$303K Hold
2,694
– – 0.02% 190
2024
Q1 		$294K Hold
2,694
– – 0.02% 193
2023
Q4 		$271K Hold
2,694
– – 0.02% 194
2023
Q3 		$242K Buy
2,694
+500
+23% +$47.1K 0.02% 200
2023
Q2 		$205K Buy
+2,194
New +$195K 0.02% 209
2022
Q2 		– Sell
-2,194
Closed -$212K – 207
2022
Q1 		$212K Hold
2,194
– – 0.02% 194
2021
Q4 		$233K Hold
2,194
– – 0.02% 168
2021
Q3 		$211K Hold
2,194
– – 0.02% 167
2021
Q2 		$210K Buy
+2,194
New +$203K 0.02% 156

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Klingman & Associates's SUSA Position: Q1 2026 in Review

Klingman & Associates increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.93% in Q1 2026, buying an estimated $3.47K and bringing the position to 2,719 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #235.

Klingman & Associates first reported a position in SUSA in Q2 2021 and has held it in 16 quarters since. The position peaked at $375K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Klingman & Associates held 2,719 shares of iShares ESG Optimized MSCI USA ETF worth $359K as of Q1 2026.
  • Klingman & Associates bought 25 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $3.47K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #235 holding.
  • Klingman & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 16 quarters since.
  • Klingman & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $375K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.