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KMG Fiduciary Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

KMG Fiduciary 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
2026
Q2 		$523K Buy
3,388
+35
+1% +$5.17K 0.05% 149
2026
Q1 		$443K Sell
3,353
-40
-1% -$5.55K 0.03% 206
2025
Q4 		$473K Sell
3,393
-62
-2% -$8.56K 0.03% 199
2025
Q3 		$469K Buy
3,455
+68
+2% +$8.88K 0.03% 235
2025
Q2 		$429K Sell
3,387
-1
-0% -$118 0.03% 235
2025
Q1 		$389K Sell
3,388
-75
-2% -$9.09K 0.03% 235
2024
Q4 		$421K Buy
3,463
+663
+24% +$81.3K 0.03% 224
2024
Q3 		$337K Buy
2,800
+700
+33% +$80.8K 0.03% 233
2024
Q2 		$236K Hold
2,100
– – 0.02% 222
2024
Q1 		$229K Hold
2,100
– – 0.02% 225
2023
Q4 		$211K Buy
+2,100
New +$196K 0.02% 230
2022
Q2 		– Sell
-2,100
Closed -$203K – 214
2022
Q1 		$203K Hold
2,100
– – 0.03% 201
2021
Q4 		$223K Hold
2,100
– – 0.03% 189
2021
Q3 		$201K Hold
2,100
– – 0.03% 197
2021
Q2 		$201K Buy
+2,100
New +$194K 0.04% 199

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KMG Fiduciary Partners's SUSA Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1% in Q2 2026, buying an estimated $5.17K and bringing the position to 3,388 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #149.

KMG Fiduciary Partners first reported a position in SUSA in Q2 2021 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • KMG Fiduciary Partners held 3,388 shares of iShares ESG Optimized MSCI USA ETF worth $523K as of Q2 2026.
  • KMG Fiduciary Partners bought 35 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.17K.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of KMG Fiduciary Partners's portfolio in Q2 2026, its #149 holding.
  • KMG Fiduciary Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 15 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.