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McGinn Penninger Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

McGinn Penninger Investment Management’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 		$490K Sell
3,173
-445
-12% -$65.7K 0.3% 30
2026
Q1 		$478K Sell
3,618
-970
-21% -$134K 0.31% 29
2025
Q4 		$639K Sell
4,588
-1,420
-24% -$196K 0.37% 26
2025
Q3 		$815K Sell
6,008
-2,090
-26% -$273K 0.48% 26
2025
Q2 		$1.03M Sell
8,098
-14
-0.2% -$1.65K 0.65% 26
2025
Q1 		$932K Buy
+8,112
New +$983K 0.61% 26

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McGinn Penninger Investment Management's SUSA Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 12% in Q2 2026, selling an estimated $65.7K and leaving 3,173 shares worth $490K. The position accounts for 0.3% of the portfolio, ranked #30.

McGinn Penninger Investment Management first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2025. 402 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • McGinn Penninger Investment Management held 3,173 shares of iShares ESG Optimized MSCI USA ETF worth $490K as of Q2 2026.
  • McGinn Penninger Investment Management sold 445 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $65.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.3% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #30 holding.
  • McGinn Penninger Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • McGinn Penninger Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.03M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.