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Mechanics Bank - Trust Department’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mechanics Bank - Trust Department’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 		$833K Hold
5,400
– – 0.1% 139
2026
Q1 		$713K Hold
5,400
– – 0.1% 137
2025
Q4 		$752K Buy
5,400
+145
+3% +$20K 0.1% 133
2025
Q3 		$713K Buy
5,255
+538
+11% +$70.3K 0.1% 133
2025
Q2 		$598K Buy
4,717
+1,117
+31% +$132K 0.09% 143
2025
Q1 		$414K Sell
3,600
-620
-15% -$75.2K 0.06% 173
2024
Q4 		$513K Buy
4,220
+1,500
+55% +$184K 0.07% 156
2024
Q3 		$327K Buy
2,720
+70
+3% +$8.07K 0.04% 176
2024
Q2 		$298K Hold
2,650
– – 0.04% 179
2024
Q1 		$289K Sell
2,650
-1,460
-36% -$152K 0.04% 170
2023
Q4 		$413K Sell
4,110
-30
-0.7% -$2.8K 0.06% 148
2023
Q3 		$372K Sell
4,140
-25
-0.6% -$2.35K 0.06% 140
2023
Q2 		$390K Sell
4,165
-15
-0.4% -$1.33K 0.06% 147
2023
Q1 		$367K Buy
4,180
+30
+0.7% +$2.58K 0.06% 144
2022
Q4 		$342K Hold
4,150
– – 0.06% 148
2022
Q3 		$315K Sell
4,150
-20
-0.5% -$1.7K 0.06% 146
2022
Q2 		$336K Sell
4,170
-30
-0.7% -$2.63K 0.06% 146
2022
Q1 		$407K Buy
4,200
+50
+1% +$4.84K 0.06% 142
2021
Q4 		$441K Hold
4,150
– – 0.07% 141
2021
Q3 		$399K Hold
4,150
– – 0.06% 143
2021
Q2 		$397K Sell
4,150
-620
-13% -$57.3K 0.07% 143
2021
Q1 		$419K Sell
4,770
-50
-1% -$4.26K 0.07% 138
2020
Q4 		$397K Sell
4,820
-200
-4% -$15.6K 0.07% 135
2020
Q3 		$370K Hold
5,020
– – 0.07% 131
2020
Q2 		$336K Hold
5,020
– – 0.07% 136
2020
Q1 		$276K Hold
5,020
– – 0.07% 138
2019
Q4 		$336K Hold
5,020
– – 0.07% 147
2019
Q3 		$310K Buy
+5,020
New +$307K 0.06% 160

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

Mechanics Bank - Trust Department's SUSA Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 5,400 shares worth $833K. The position accounts for 0.1% of the portfolio, ranked #139.

Mechanics Bank - Trust Department first reported a position in SUSA in Q3 2019 and has held it in 28 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Mechanics Bank - Trust Department held 5,400 shares of iShares ESG Optimized MSCI USA ETF worth $833K as of Q2 2026.
  • Mechanics Bank - Trust Department left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #139 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and has held it in 28 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.