MFS
SUSA icon

McNamara Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

McNamara Financial Services’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
2025
Q4 		– Sell
-2,888
Closed -$392K – 103
2025
Q3 		$392K Hold
2,888
– – 0.07% 66
2025
Q2 		$366K Sell
2,888
-20
-0.7% -$2.36K 0.07% 65
2025
Q1 		$334K Sell
2,908
-127
-4% -$15.4K 0.07% 66
2024
Q4 		$369K Sell
3,035
-51
-2% -$6.26K 0.09% 50
2024
Q3 		$371K Hold
3,086
– – 0.07% 60
2024
Q2 		$347K Sell
3,086
-514
-14% -$55.7K 0.07% 59
2024
Q1 		$393K Sell
3,600
-23
-0.6% -$2.4K 0.08% 51
2023
Q4 		$364K Hold
3,623
– – 0.08% 50
2023
Q3 		$326K Buy
3,623
+13
+0.4% +$1.22K 0.08% 52
2023
Q2 		$339K Buy
3,610
+42
+1% +$3.73K 0.08% 52
2023
Q1 		$313K Sell
3,568
-1,039
-23% -$89.3K 0.08% 52
2022
Q4 		$379K Buy
4,607
+4
+0.1% +$329 0.1% 45
2022
Q3 		$349K Sell
4,603
-9
-0.2% -$766 0.1% 43
2022
Q2 		$372K Sell
4,612
-44
-0.9% -$3.86K 0.11% 42
2022
Q1 		$451K Buy
4,656
+129
+3% +$12.5K 0.12% 34
2021
Q4 		$481K Sell
4,527
-67
-1% -$6.89K 0.13% 34
2021
Q3 		$441K Buy
4,594
+92
+2% +$9.09K 0.12% 35
2021
Q2 		$430K Buy
4,502
+572
+15% +$52.9K 0.12% 35
2021
Q1 		$324K Buy
3,930
+1,907
+94% +$163K 0.1% 37
2020
Q4 		$298K Sell
2,023
-2,023
-50% -$158K 0.1% 35
2020
Q3 		$298K Sell
4,046
-22
-0.5% -$1.59K 0.1% 35
2020
Q2 		$272K Buy
4,068
+174
+4% +$10.9K 0.1% 41
2020
Q1 		$214K Buy
3,894
+174
+5% +$11.2K 0.09% 42
2019
Q4 		$249K Buy
+3,720
New +$238K 0.09% 39
2018
Q3 		– Sell
-3,582
Closed -$202K – 41
2018
Q2 		$202K Sell
3,582
-162
-4% -$9.12K 0.09% 40
2018
Q1 		$208K Sell
3,744
-548
-13% -$31.2K 0.09% 38
2017
Q4 		$238K Hold
4,292
– – 0.11% 37
2017
Q3 		$224K Hold
4,292
– – 0.11% 30
2017
Q2 		$219K Sell
4,292
-34
-0.8% -$1.71K 0.11% 30
2017
Q1 		$213K Buy
+4,326
New +$208K 0.11% 33

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McNamara Financial Services's SUSA Position: Q4 2025 in Review

McNamara Financial Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 2,888 shares — an estimated $392K sold.

McNamara Financial Services first reported a position in SUSA in Q1 2017 and held it in 30 quarters. The position peaked at $481K in Q4 2021. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • McNamara Financial Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • McNamara Financial Services sold 2,888 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $392K.
  • McNamara Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2017 and held it in 30 quarters.
  • McNamara Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $481K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on McNamara Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.