MassMutual Private Wealth & Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MassMutual Private Wealth & 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
2026 Q1	–	Sell	-100	Closed	-$13.9K	–	2495
2025 Q4	$13.9K	Sell	100 -300	-75%	-$41.4K	﹤0.01%	1259
2025 Q3	$54.3K	Buy	+400	New	+$52.2K	﹤0.01%	772
2022 Q1	–	Sell	-700	Closed	-$74K	–	1629
2021 Q4	$74K	Hold	700	–	–	﹤0.01%	438
2021 Q3	$67K	Hold	700	–	–	﹤0.01%	444
2021 Q2	$67K	Sell	700 -150	-18%	-$13.9K	﹤0.01%	440
2021 Q1	$75K	Hold	850	–	–	﹤0.01%	411
2020 Q4	$70K	Hold	850	–	–	﹤0.01%	420
2020 Q3	$63K	Hold	850	–	–	﹤0.01%	400
2020 Q2	$57K	Hold	850	–	–	﹤0.01%	399
2020 Q1	$47K	Sell	850 -350	-29%	-$22.4K	﹤0.01%	375
2019 Q4	$80K	Hold	1,200	–	–	﹤0.01%	404
2019 Q3	$74K	Hold	1,200	–	–	0.01%	401
2019 Q2	$73K	Sell	1,200 -500	-29%	-$29.9K	0.01%	397
2019 Q1	$101K	Hold	1,700	–	–	0.01%	381
2018 Q4	$87.7K	Hold	1,700	–	–	0.01%	377
2018 Q3	$101K	Buy	+1,700	New	+$99.7K	0.01%	379

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 $8.18B AUM 28.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's SUSA Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 100 shares — an estimated $13.9K sold.

MassMutual Private Wealth & Trust first reported a position in SUSA in Q3 2018 and held it in 16 quarters. The position peaked at $101K in Q3 2018. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 100 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $13.9K.
MassMutual Private Wealth & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and held it in 16 quarters.
MassMutual Private Wealth & Trust's iShares ESG Optimized MSCI USA ETF position peaked at $101K in Q3 2018.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.