Mariner
SUSA icon

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

Mariner’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 		$24.3M Buy
183,905
+3,833
+2% +$531K 0.03% 418
2025
Q4 		$25.1M Buy
180,072
+9,782
+6% +$1.35M 0.03% 391
2025
Q3 		$23.1M Sell
170,290
-3,242
-2% -$423K 0.03% 386
2025
Q2 		$22M Buy
173,532
+8,140
+5% +$960K 0.03% 384
2025
Q1 		$19M Buy
165,392
+3,309
+2% +$401K 0.03% 390
2024
Q4 		$19.7M Buy
162,083
+7,075
+5% +$868K 0.03% 369
2024
Q3 		$18.7M Buy
155,008
+5,871
+4% +$677K 0.03% 377
2024
Q2 		$16.8M Buy
149,137
+10,575
+8% +$1.15M 0.03% 368
2024
Q1 		$15.1M Buy
138,562
+10,409
+8% +$1.08M 0.03% 394
2023
Q4 		$12.9M Sell
128,153
-4,241
-3% -$396K 0.03% 406
2023
Q3 		$11.9M Sell
132,394
-599
-0.5% -$56.4K 0.03% 387
2023
Q2 		$12.5M Buy
132,993
+5,712
+4% +$507K 0.03% 382
2023
Q1 		$11.2M Buy
127,281
+3,117
+3% +$268K 0.03% 399
2022
Q4 		$10.2M Buy
124,164
+19,783
+19% +$1.63M 0.03% 404
2022
Q3 		$7.92M Buy
104,381
+2,211
+2% +$188K 0.03% 397
2022
Q2 		$8.24M Buy
102,170
+6,214
+6% +$545K 0.03% 371
2022
Q1 		$9.29M Sell
95,956
-470
-0.5% -$45.5K 0.04% 354
2021
Q4 		$10.2M Buy
96,426
+2,236
+2% +$230K 0.04% 304
2021
Q3 		$9.04M Hold
94,190
– – 0.05% 285
2021
Q2 		$9M Buy
94,190
+1,100
+1% +$102K 0.06% 246
2021
Q1 		$8.18M Sell
93,090
-620
-0.7% -$52.9K 0.06% 246
2020
Q4 		$7.72M Hold
93,710
– – 0.06% 234
2020
Q3 		$6.89M Hold
93,710
– – 0.06% 229
2020
Q2 		$6.27M Buy
93,710
+1,530
+2% +$95.7K 0.06% 234
2020
Q1 		$5.06M Hold
92,180
– – 0.06% 233
2019
Q4 		$6.18M Sell
92,180
-4,094
-4% -$262K 0.06% 236
2019
Q3 		$5.95M Buy
96,274
+3,560
+4% +$218K 0.07% 219
2019
Q2 		$5.65M Hold
92,714
– – 0.07% 231
2019
Q1 		$5K Buy
+92,714
New +$5.23M ﹤0.01% 1027

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Mariner's SUSA Position: Q1 2026 in Review

Mariner increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.1% in Q1 2026, buying an estimated $531K and bringing the position to 183,905 shares worth $24.3M. The position accounts for 0.03% of the portfolio, ranked #418.

Mariner first reported a position in SUSA in Q1 2019 and has held it in 29 quarters since. The position peaked at $25.1M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Mariner held 183,905 shares of iShares ESG Optimized MSCI USA ETF worth $24.3M as of Q1 2026.
  • Mariner bought 3,833 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $531K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Mariner's portfolio in Q1 2026, its #418 holding.
  • Mariner first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 29 quarters since.
  • Mariner's iShares ESG Optimized MSCI USA ETF position peaked at $25.1M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.