Mercer Global Advisors
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Mercer Global Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mercer Global Advisors’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 		$52.5M Buy
397,779
+91,927
+30% +$12.7M 0.08% 148
2025
Q4 		$42.6M Buy
305,852
+7,640
+3% +$1.05M 0.07% 186
2025
Q3 		$40.5M Buy
298,212
+91,997
+45% +$12M 0.07% 171
2025
Q2 		$26.1M Buy
206,215
+67,147
+48% +$7.92M 0.05% 194
2025
Q1 		$16M Buy
139,068
+81,031
+140% +$9.82M 0.04% 269
2024
Q4 		$7.06M Buy
58,037
+33,419
+136% +$4.1M 0.02% 450
2024
Q3 		$2.93M Buy
24,618
+1,889
+8% +$218K 0.01% 650
2024
Q2 		$2.55M Sell
22,729
-1,226
-5% -$133K 0.01% 655
2024
Q1 		$2.62M Sell
23,955
-381
-2% -$39.7K 0.01% 648
2023
Q4 		$2.45M Buy
24,336
+3,169
+15% +$296K 0.01% 671
2023
Q3 		$1.9M Buy
21,167
+2,215
+12% +$208K 0.01% 724
2023
Q2 		$1.77M Sell
18,952
-755
-4% -$67.1K 0.01% 763
2023
Q1 		$1.73M Buy
19,707
+7,628
+63% +$655K 0.01% 723
2022
Q4 		$994K Buy
12,079
+1,650
+16% +$136K 0.01% 917
2022
Q3 		$792K Buy
10,429
+1,546
+17% +$132K ﹤0.01% 946
2022
Q2 		$717K Buy
8,883
+428
+5% +$37.6K ﹤0.01% 983
2022
Q1 		$819K Buy
8,455
+875
+12% +$84.8K ﹤0.01% 980
2021
Q4 		$805K Buy
7,580
+1,684
+29% +$173K 0.01% 987
2021
Q3 		$566K Buy
+5,896
New +$583K ﹤0.01% 1112

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

Mercer Global Advisors's SUSA Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 30% in Q1 2026, buying an estimated $12.7M and bringing the position to 397,779 shares worth $52.5M. The position accounts for 0.08% of the portfolio, ranked #148.

Mercer Global Advisors first reported a position in SUSA in Q3 2021 and has held it in 19 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Mercer Global Advisors held 397,779 shares of iShares ESG Optimized MSCI USA ETF worth $52.5M as of Q1 2026.
  • Mercer Global Advisors bought 91,927 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $12.7M.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of Mercer Global Advisors's portfolio in Q1 2026, its #148 holding.
  • Mercer Global Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.