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

McAdam LLC’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 		$841K Buy
5,449
+229
+4% +$33.8K 0.03% 193
2026
Q1 		$690K Sell
5,220
-24
-0.5% -$3.33K 0.03% 204
2025
Q4 		$731K Sell
5,244
-2
-0% -$276 0.03% 186
2025
Q3 		$712K Sell
5,246
-130
-2% -$17K 0.04% 176
2025
Q2 		$681K Buy
5,376
+317
+6% +$37.4K 0.04% 171
2025
Q1 		$581K Buy
5,059
+453
+10% +$54.9K 0.04% 174
2024
Q4 		$560K Sell
4,606
-199
-4% -$24.4K 0.03% 185
2024
Q3 		$578K Buy
4,805
+851
+22% +$98.2K 0.03% 181
2024
Q2 		$444K Buy
3,954
+188
+5% +$20.4K 0.03% 189
2024
Q1 		$411K Buy
3,766
+337
+10% +$35.1K 0.03% 189
2023
Q4 		$345K Buy
3,429
+591
+21% +$55.1K 0.02% 197
2023
Q3 		$255K Buy
2,838
+137
+5% +$12.9K 0.02% 223
2023
Q2 		$253K Buy
2,701
+133
+5% +$11.8K 0.02% 223
2023
Q1 		$225K Buy
+2,568
New +$221K 0.02% 231

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

McAdam LLC's SUSA Position: Q2 2026 in Review

McAdam LLC increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.4% in Q2 2026, buying an estimated $33.8K and bringing the position to 5,449 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #193.

McAdam LLC first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • McAdam LLC held 5,449 shares of iShares ESG Optimized MSCI USA ETF worth $841K as of Q2 2026.
  • McAdam LLC bought 229 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $33.8K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #193 holding.
  • McAdam LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.