Ledyard National Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ledyard National Bank’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	$3.41M	Sell	22,096 -1,568	-7%	-$232K	0.27%	72
2026 Q1	$3.13M	Buy	23,664 +1,033	+5%	+$143K	0.27%	70
2025 Q4	$3.15M	Sell	22,631 -406	-2%	-$56.1K	0.27%	70
2025 Q3	$3.12M	Buy	23,037 +690	+3%	+$90.1K	0.28%	71
2025 Q2	$2.83M	Buy	22,347 +1,218	+6%	+$144K	0.27%	73
2025 Q1	$2.43M	Sell	21,129 -373	-2%	-$45.2K	0.24%	79
2024 Q4	$2.61M	Sell	21,502 -1,434	-6%	-$176K	0.25%	75
2024 Q3	$2.76M	Buy	22,936 +1,735	+8%	+$200K	0.25%	71
2024 Q2	$2.38M	Buy	21,201 +274	+1%	+$29.7K	0.23%	74
2024 Q1	$2.28M	Sell	20,927 -505	-2%	-$52.6K	0.22%	74
2023 Q4	$2.15M	Buy	21,432 +1,911	+10%	+$178K	0.22%	74
2023 Q3	$1.76M	Buy	19,521 +1,078	+6%	+$101K	0.2%	79
2023 Q2	$1.73M	Sell	18,443 -2,996	-14%	-$266K	0.19%	87
2023 Q1	$1.88M	Sell	21,439 -990	-4%	-$85.1K	0.22%	81
2022 Q4	$1.85M	Buy	22,429 +952	+4%	+$78.4K	0.22%	85
2022 Q3	$1.63M	Sell	21,477 -40	-0.2%	-$3.4K	0.21%	85
2022 Q2	$1.74M	Buy	21,517 +907	+4%	+$79.6K	0.21%	94
2022 Q1	$2M	Buy	20,610 +5,211	+34%	+$505K	0.2%	95
2021 Q4	$1.64M	Buy	15,399 +1,743	+13%	+$179K	0.16%	102
2021 Q3	$1.31M	Buy	13,656 +4,874	+55%	+$482K	0.14%	112
2021 Q2	$839K	Buy	+8,782	New	+$812K	0.09%	132
2019 Q1	–	Sell	-1,460	Closed	-$75K	–	585
2018 Q4	$75K	Hold	1,460	–	–	0.01%	360
2018 Q3	$87K	Hold	1,460	–	–	0.01%	362
2018 Q2	$82K	Hold	1,460	–	–	0.01%	374
2018 Q1	$81K	Hold	1,460	–	–	0.01%	383
2017 Q4	$81K	Hold	1,460	–	–	0.01%	392
2017 Q3	$76K	Hold	1,460	–	–	0.01%	382
2017 Q2	$75K	Hold	1,460	–	–	0.01%	366
2017 Q1	$72K	Hold	1,460	–	–	0.01%	372
2016 Q4	$67K	Buy	1,460 +1,000	+217%	+$45.4K	0.01%	288
2016 Q3	$21K	Hold	460	–	–	﹤0.01%	400
2016 Q2	$20K	Hold	460	–	–	﹤0.01%	396
2016 Q1	$20K	Hold	460	–	–	﹤0.01%	438
2015 Q4	$19K	Hold	460	–	–	﹤0.01%	435
2015 Q3	$18K	Hold	460	–	–	﹤0.01%	426
2015 Q2	$20K	Buy	460 +230	+100%	+$10K	﹤0.01%	423
2015 Q1	$10K	Hold	230	–	–	﹤0.01%	503
2014 Q4	$10K	Hold	230	–	–	﹤0.01%	521
2014 Q3	$9K	Hold	230	–	–	﹤0.01%	483
2014 Q2	$9K	Hold	230	–	–	﹤0.01%	505
2014 Q1	$9K	Buy	230 +130	+130%	+$4.98K	﹤0.01%	484
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	631
2013 Q3	$4K	Hold	100	–	–	﹤0.01%	397
2013 Q2	$3K	Buy	+100	New	+$3.4K	﹤0.01%	407

Other funds holding SUSA

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ledyard National Bank's SUSA Position: Q2 2026 in Review

Ledyard National Bank reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 6.6% in Q2 2026, selling an estimated $232K and leaving 22,096 shares worth $3.41M. The position accounts for 0.27% of the portfolio, ranked #72.

Ledyard National Bank first reported a position in SUSA in Q2 2013 and has held it in 44 quarters since. 244 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Ledyard National Bank held 22,096 shares of iShares ESG Optimized MSCI USA ETF worth $3.41M as of Q2 2026.
Ledyard National Bank sold 1,568 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $232K.
iShares ESG Optimized MSCI USA ETF made up 0.27% of Ledyard National Bank's portfolio in Q2 2026, its #72 holding.
Ledyard National Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 44 quarters since.
244 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.