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MGO One Seven’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MGO One Seven’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 		$5.24M Sell
33,985
-396
-1% -$58.5K 0.09% 256
2026
Q1 		$4.54M Sell
34,381
-1,090
-3% -$151K 0.09% 252
2025
Q4 		$4.94M Buy
35,471
+26,056
+277% +$3.6M 0.1% 240
2025
Q3 		$1.28M Buy
9,415
+371
+4% +$48.5K 0.03% 518
2025
Q2 		$1.15M Hold
9,044
– – 0.04% 474
2025
Q1 		$1.04M Hold
9,044
– – 0.04% 435
2024
Q4 		$1.1M Sell
9,044
-456
-5% -$55.9K 0.04% 414
2024
Q3 		$1.14M Sell
9,500
-107
-1% -$12.3K 0.05% 369
2024
Q2 		$1.08M Sell
9,607
-100
-1% -$10.8K 0.05% 360
2024
Q1 		$1.06M Sell
9,707
-14
-0.1% -$1.46K 0.06% 335
2023
Q4 		$977K Buy
+9,721
New +$907K 0.06% 334
2023
Q2 		– Sell
-9,820
Closed -$862K – 896
2023
Q1 		$862K Buy
+9,820
New +$844K 0.05% 328

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

MGO One Seven's SUSA Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q2 2026, selling an estimated $58.5K and leaving 33,985 shares worth $5.24M. The position accounts for 0.09% of the portfolio, ranked #256.

MGO One Seven first reported a position in SUSA in Q1 2023 and has held it in 12 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • MGO One Seven held 33,985 shares of iShares ESG Optimized MSCI USA ETF worth $5.24M as of Q2 2026.
  • MGO One Seven sold 396 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $58.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.09% of MGO One Seven's portfolio in Q2 2026, its #256 holding.
  • MGO One Seven first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 12 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.