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

Mather Group’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 		$769K Sell
4,986
-5
-0.1% -$738 0.01% 438
2026
Q1 		$659K Buy
4,991
+1
+0% +$139 0.01% 427
2025
Q4 		$695K Buy
4,990
+1
+0% +$138 0.01% 342
2025
Q3 		$677K Sell
4,989
-22
-0.4% -$2.87K 0.01% 350
2025
Q2 		$635K Sell
5,011
-798
-14% -$94.1K 0.01% 343
2025
Q1 		$667K Sell
5,809
-48
-0.8% -$5.82K 0.01% 324
2024
Q4 		$712K Sell
5,857
-11
-0.2% -$1.35K 0.01% 281
2024
Q3 		$706K Sell
5,868
-759
-11% -$87.6K 0.01% 294
2024
Q2 		$723K Buy
6,627
+6,399
+2,807% +$694K 0.01% 332
2024
Q1 		$22.9K Buy
+228
New +$23.7K ﹤0.01% 1036
2023
Q3 		– Sell
-4,977
Closed -$466K – 619
2023
Q2 		$466K Buy
+4,977
New +$442K 0.01% 362

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 29.18% 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

Mather Group's SUSA Position: Q2 2026 in Review

Mather Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.1% in Q2 2026, selling an estimated $738 and leaving 4,986 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #438.

Mather Group first reported a position in SUSA in Q2 2023 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Mather Group held 4,986 shares of iShares ESG Optimized MSCI USA ETF worth $769K as of Q2 2026.
  • Mather Group sold 5 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $738.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #438 holding.
  • Mather Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.