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 Q2	$420K	Hold	2,719	–	–	0.02%	221
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 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 29.18% 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

Klingman & Associates's SUSA Position: Q2 2026 in Review

Klingman & Associates held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,719 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #221.

Klingman & Associates first reported a position in SUSA in Q2 2021 and has held it in 17 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Klingman & Associates held 2,719 shares of iShares ESG Optimized MSCI USA ETF worth $420K as of Q2 2026.
Klingman & Associates left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #221 holding.
Klingman & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 17 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.