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MAI Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MAI Capital Management’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 		$1.63M Buy
10,587
+5,646
+114% +$834K 0.01% 770
2026
Q1 		$653K Buy
4,941
+474
+11% +$65.7K ﹤0.01% 922
2025
Q4 		$622K Sell
4,467
-277
-6% -$38.2K ﹤0.01% 895
2025
Q3 		$644K Sell
4,744
-43
-0.9% -$5.62K ﹤0.01% 841
2025
Q2 		$607K Sell
4,787
-61
-1% -$7.19K ﹤0.01% 792
2025
Q1 		$557K Sell
4,848
-515
-10% -$62.4K ﹤0.01% 787
2024
Q4 		$652K Sell
5,363
-246
-4% -$30.2K ﹤0.01% 761
2024
Q3 		$675K Sell
5,609
-241
-4% -$27.8K 0.01% 664
2024
Q2 		$657K Buy
5,850
+11
+0.2% +$1.19K 0.01% 717
2024
Q1 		$637K Buy
5,839
+2,126
+57% +$221K 0.01% 715
2023
Q4 		$373K Buy
3,713
+30
+0.8% +$2.8K ﹤0.01% 800
2023
Q3 		$331K Buy
3,683
+911
+33% +$85.7K ﹤0.01% 783
2023
Q2 		$260K Buy
2,772
+6
+0.2% +$533 ﹤0.01% 867
2023
Q1 		$243K Buy
2,766
+11
+0.4% +$945 ﹤0.01% 882
2022
Q4 		$227K Sell
2,755
-19
-0.7% -$1.56K ﹤0.01% 867
2022
Q3 		$211K Buy
2,774
+4
+0.1% +$340 ﹤0.01% 812
2022
Q2 		$223K Buy
2,770
+119
+4% +$10.4K ﹤0.01% 771
2022
Q1 		$257K Buy
2,651
+8
+0.3% +$775 ﹤0.01% 737
2021
Q4 		$281K Buy
+2,643
New +$272K ﹤0.01% 726

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

MAI Capital Management's SUSA Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 114% in Q2 2026, buying an estimated $834K and bringing the position to 10,587 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #770.

MAI Capital Management first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • MAI Capital Management held 10,587 shares of iShares ESG Optimized MSCI USA ETF worth $1.63M as of Q2 2026.
  • MAI Capital Management bought 5,646 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $834K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #770 holding.
  • MAI Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.