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MJP Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MJP Associates’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 		$261K Buy
1,694
+3
+0.2% +$443 0.03% 185
2026
Q1 		$223K Buy
1,691
+3
+0.2% +$416 0.03% 207
2025
Q4 		$235K Buy
1,688
+3
+0.2% +$414 0.03% 223
2025
Q3 		$229K Buy
1,685
+3
+0.2% +$392 0.03% 225
2025
Q2 		$213K Sell
1,682
-556
-25% -$65.6K 0.03% 215
2025
Q1 		$257K Sell
2,238
-523
-19% -$63.4K 0.05% 178
2024
Q4 		$336K Sell
2,761
-278
-9% -$34.1K 0.06% 156
2024
Q3 		$366K Buy
3,039
+51
+2% +$5.88K 0.07% 144
2024
Q2 		$336K Sell
2,988
-239
-7% -$25.9K 0.07% 159
2024
Q1 		$352K Sell
3,227
-160
-5% -$16.7K 0.08% 152
2023
Q4 		$340K Buy
3,387
+177
+6% +$16.5K 0.09% 118
2023
Q3 		$289K Buy
3,210
+210
+7% +$19.8K 0.08% 107
2023
Q2 		$281K Buy
3,000
+391
+15% +$34.7K 0.09% 104
2023
Q1 		$229K Buy
2,609
+9
+0.3% +$773 0.07% 116
2022
Q4 		$214K Sell
2,600
-887
-25% -$73.1K 0.06% 123
2022
Q3 		$265K Buy
3,487
+249
+8% +$21.2K 0.08% 97
2022
Q2 		$261K Buy
3,238
+573
+22% +$50.3K 0.07% 105
2022
Q1 		$258K Buy
2,665
+76
+3% +$7.37K 0.06% 123
2021
Q4 		$275K Sell
2,589
-183
-7% -$18.8K 0.08% 116
2021
Q3 		$266K Buy
2,772
+338
+14% +$33.4K 0.09% 111
2021
Q2 		$233K Sell
2,434
-37
-1% -$3.42K 0.08% 122
2021
Q1 		$217K Buy
+2,471
New +$211K 0.09% 118

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

MJP Associates's SUSA Position: Q2 2026 in Review

MJP Associates increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.18% in Q2 2026, buying an estimated $443 and bringing the position to 1,694 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #185.

MJP Associates first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. The position peaked at $366K in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • MJP Associates held 1,694 shares of iShares ESG Optimized MSCI USA ETF worth $261K as of Q2 2026.
  • MJP Associates bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of MJP Associates's portfolio in Q2 2026, its #185 holding.
  • MJP Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • MJP Associates's iShares ESG Optimized MSCI USA ETF position peaked at $366K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.