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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
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 $1.37T 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

Mather Group's SUSA Position: Q1 2026 in Review

Mather Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.02% in Q1 2026, buying an estimated $139 and bringing the position to 4,991 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #427.

Mather Group first reported a position in SUSA in Q2 2023 and has held it in 10 quarters since. The position peaked at $723K in Q2 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Mather Group held 4,991 shares of iShares ESG Optimized MSCI USA ETF worth $659K as of Q1 2026.
  • Mather Group bought 1 iShares ESG Optimized MSCI USA ETF share in Q1 2026, an estimated $139.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #427 holding.
  • Mather Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 10 quarters since.
  • Mather Group's iShares ESG Optimized MSCI USA ETF position peaked at $723K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.