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Legacy Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Legacy Trust’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
2025
Q2 		– Sell
-6,792
Closed -$780K – 159
2025
Q1 		$780K Hold
6,792
– – 0.19% 85
2024
Q4 		$826K Hold
6,792
– – 0.19% 79
2024
Q3 		$818K Buy
+6,792
New +$784K 0.19% 84

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Legacy Trust's SUSA Position: Q2 2025 in Review

Legacy Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 6,792 shares — an estimated $780K sold.

Legacy Trust first reported a position in SUSA in Q3 2024 and held it in 3 quarters. The position peaked at $826K in Q4 2024. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Legacy Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Trust sold 6,792 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $780K.
  • Legacy Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Trust's iShares ESG Optimized MSCI USA ETF position peaked at $826K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Legacy Trust's 13F filing for Q2 2025, filed 22 Jul 2025.