Members Trust
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Members Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Members Trust’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 		$1.27M Sell
9,646
-96
-1% -$13.3K 0.04% 47
2025
Q4 		$1.36M Hold
9,742
– – 0.04% 43
2025
Q3 		$1.32M Hold
9,742
– – 0.04% 42
2025
Q2 		$1.23M Buy
9,742
+205
+2% +$24.2K 0.04% 42
2025
Q1 		$1.1M Buy
9,537
+2,920
+44% +$354K 0.04% 40
2024
Q4 		$805K Buy
6,617
+114
+2% +$14K 0.03% 47
2024
Q3 		$783K Hold
6,503
– – 0.03% 48
2024
Q2 		$731K Sell
6,503
-346
-5% -$37.5K 0.02% 49
2024
Q1 		$748K Sell
6,849
-162
-2% -$16.9K 0.02% 46
2023
Q4 		$707K Hold
7,011
– – 0.02% 46
2023
Q3 		$632K Sell
7,011
-78
-1% -$7.34K 0.02% 48
2023
Q2 		$664K Buy
+7,089
New +$630K 0.02% 46
2022
Q4 		– Sell
-8,270
Closed -$628K – 101
2022
Q3 		$628K Hold
8,270
– – 0.02% 48
2022
Q2 		$667K Buy
8,270
+606
+8% +$53.2K 0.02% 46
2022
Q1 		$742K Buy
7,664
+100
+1% +$9.69K 0.02% 49
2021
Q4 		$804K Hold
7,564
– – 0.02% 45
2021
Q3 		$734K Hold
7,564
– – 0.02% 51
2021
Q2 		$723K Hold
7,564
– – 0.02% 54
2021
Q1 		$664K Buy
7,564
+2,280
+43% +$195K 0.02% 53
2020
Q4 		$435K Hold
5,284
– – 0.02% 73
2020
Q3 		$389K Hold
5,284
– – 0.02% 69
2020
Q2 		$353K Buy
+5,284
New +$331K 0.01% 71

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

Members Trust's SUSA Position: Q1 2026 in Review

Members Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.99% in Q1 2026, selling an estimated $13.3K and leaving 9,646 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #47.

Members Trust first reported a position in SUSA in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Members Trust held 9,646 shares of iShares ESG Optimized MSCI USA ETF worth $1.27M as of Q1 2026.
  • Members Trust sold 96 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $13.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Members Trust's portfolio in Q1 2026, its #47 holding.
  • Members Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
  • Members Trust's iShares ESG Optimized MSCI USA ETF position peaked at $1.36M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.