Laird Norton Wetherby Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Laird Norton Wetherby Trust Company’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	$3.87M	Sell	29,333 -1,150	-4%	-$159K	0.08%	185
2025 Q4	$4.25M	Buy	30,483 +3,419	+13%	+$472K	0.09%	173
2025 Q3	$3.67M	Hold	27,064	–	–	0.63%	32
2025 Q2	$3.43M	Hold	27,064	–	–	0.47%	30
2025 Q1	$3.11M	Hold	27,064	–	–	0.5%	29
2024 Q4	$3.29M	Hold	27,064	–	–	0.45%	30
2024 Q3	$3.26M	Hold	27,064	–	–	0.43%	32
2024 Q2	$3.04M	Hold	27,064	–	–	0.43%	30
2024 Q1	$2.95M	Hold	27,064	–	–	0.4%	37
2023 Q4	$2.72M	Buy	+27,064	New	+$2.52M	0.32%	38
2022 Q2	–	Sell	-27,064	Closed	-$2.62M	–	180
2022 Q1	$2.62M	Buy	+27,064	New	+$2.62M	0.24%	37
2021 Q4	–	Sell	-27,064	Closed	-$2.6M	–	203
2021 Q3	$2.6M	Hold	27,064	–	–	0.27%	34
2021 Q2	$2.58M	Buy	+27,064	New	+$2.5M	0.27%	35

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SUSA Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.8% in Q1 2026, selling an estimated $159K and leaving 29,333 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #185.

Laird Norton Wetherby Trust Company first reported a position in SUSA in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.25M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Laird Norton Wetherby Trust Company held 29,333 shares of iShares ESG Optimized MSCI USA ETF worth $3.87M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 1,150 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $159K.
iShares ESG Optimized MSCI USA ETF made up 0.08% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #185 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 13 quarters since.
Laird Norton Wetherby Trust Company's iShares ESG Optimized MSCI USA ETF position peaked at $4.25M in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.