Mill Creek Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mill Creek Capital 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	$1.04M	Buy	7,835 +12	+0.2%	+$1.66K	0.02%	122
2025 Q4	$1.09M	Sell	7,823 -912	-10%	-$126K	0.02%	119
2025 Q3	$1.18M	Sell	8,735 -1,901	-18%	-$248K	0.02%	113
2025 Q2	$1.35M	Buy	10,636 +17	+0.2%	+$2K	0.03%	108
2025 Q1	$1.22M	Buy	10,619 +18	+0.2%	+$2.18K	0.03%	107
2024 Q4	$1.29M	Sell	10,601 -1,447	-12%	-$178K	0.03%	103
2024 Q3	$1.45M	Buy	12,048 +31	+0.3%	+$3.58K	0.03%	93
2024 Q2	$1.35M	Buy	12,017 +20	+0.2%	+$2.17K	0.03%	100
2024 Q1	$1.31M	Buy	11,997 +25	+0.2%	+$2.6K	0.04%	92
2023 Q4	$1.2M	Sell	11,972 -4,095	-25%	-$382K	0.04%	91
2023 Q3	$1.45M	Hold	16,067	–	–	0.05%	83
2023 Q2	$1.5M	Sell	16,067 -2,253	-12%	-$200K	0.05%	85
2023 Q1	$1.61M	Buy	18,320 +43	+0.2%	+$3.69K	0.06%	77
2022 Q4	$1.5M	Buy	+18,277	New	+$1.51M	0.06%	78

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Mill Creek Capital Advisors's SUSA Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q1 2026, buying an estimated $1.66K and bringing the position to 7,835 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #122.

Mill Creek Capital Advisors first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q1 2023. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Mill Creek Capital Advisors held 7,835 shares of iShares ESG Optimized MSCI USA ETF worth $1.04M as of Q1 2026.
Mill Creek Capital Advisors bought 12 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.66K.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #122 holding.
Mill Creek Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.61M in Q1 2023.
519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.