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

Meridian Financial’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 		$613K Sell
3,975
-325
-8% -$48K 0.29% 67
2026
Q1 		$568K Hold
4,300
– – 0.31% 65
2025
Q4 		$599K Hold
4,300
– – 0.33% 61
2025
Q3 		$583K Sell
4,300
-418
-9% -$54.6K 0.33% 59
2025
Q2 		$598K Sell
4,718
-200
-4% -$23.6K 0.39% 52
2025
Q1 		$565K Sell
4,918
-100
-2% -$12.1K 0.4% 51
2024
Q4 		$610K Sell
5,018
-450
-8% -$55.2K 0.42% 48
2024
Q3 		$658K Hold
5,468
– – 0.44% 47
2024
Q2 		$614K Sell
5,468
-200
-4% -$21.7K 0.45% 46
2024
Q1 		$619K Sell
5,668
-450
-7% -$46.9K 0.46% 46
2023
Q4 		$615K Buy
6,118
+50
+0.8% +$4.67K 0.48% 43
2023
Q3 		$546K Sell
6,068
-200
-3% -$18.8K 0.51% 40
2023
Q2 		$587K Sell
6,268
-100
-2% -$8.88K 0.53% 39
2023
Q1 		$559K Sell
6,368
-800
-11% -$68.7K 0.54% 38
2022
Q4 		$590K Sell
7,168
-600
-8% -$49.4K 0.62% 37
2022
Q3 		$590K Sell
7,768
-600
-7% -$51K 0.69% 34
2022
Q2 		$675K Sell
8,368
-175
-2% -$15.4K 0.76% 28
2022
Q1 		$827K Hold
8,543
– – 0.86% 27
2021
Q4 		$908K Buy
+8,543
New +$878K 0.85% 30

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

Meridian Financial's SUSA Position: Q2 2026 in Review

Meridian Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.6% in Q2 2026, selling an estimated $48K and leaving 3,975 shares worth $613K. The position accounts for 0.29% of the portfolio, ranked #67.

Meridian Financial first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $908K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Meridian Financial held 3,975 shares of iShares ESG Optimized MSCI USA ETF worth $613K as of Q2 2026.
  • Meridian Financial sold 325 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $48K.
  • iShares ESG Optimized MSCI USA ETF made up 0.29% of Meridian Financial's portfolio in Q2 2026, its #67 holding.
  • Meridian Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's iShares ESG Optimized MSCI USA ETF position peaked at $908K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.