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MMBG Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MMBG Investment 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
Q2 		$982K Hold
6,365
– – 0.08% 102
2026
Q1 		$841K Hold
6,365
– – 0.08% 106
2025
Q4 		$887K Buy
+6,365
New +$879K 0.07% 107
2024
Q4 		– Sell
-3,155
Closed -$380K – 173
2024
Q3 		$380K Hold
3,155
– – 0.04% 136
2024
Q2 		$355K Hold
3,155
– – 0.04% 127
2024
Q1 		$333K Sell
3,155
-2,930
-48% -$305K 0.04% 135
2023
Q4 		$612K Hold
6,085
– – 0.07% 112
2023
Q3 		$547K Hold
6,085
– – 0.07% 111
2023
Q2 		$561K Hold
6,085
– – 0.07% 111
2023
Q1 		$534K Hold
6,085
– – 0.07% 114
2022
Q4 		$501K Hold
6,085
– – 0.07% 116
2022
Q3 		$462K Buy
6,085
+2,085
+52% +$177K 0.06% 121
2022
Q2 		$323K Hold
4,000
– – 0.04% 132
2022
Q1 		$387K Sell
4,000
-19,430
-83% -$1.88M 0.04% 129
2021
Q4 		$2.49M Buy
+23,430
New +$2.41M 0.24% 61

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMBG Investment Advisors's SUSA Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 6,365 shares worth $982K. The position accounts for 0.08% of the portfolio, ranked #102.

MMBG Investment Advisors first reported a position in SUSA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.49M in Q4 2021. 402 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • MMBG Investment Advisors held 6,365 shares of iShares ESG Optimized MSCI USA ETF worth $982K as of Q2 2026.
  • MMBG Investment Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of MMBG Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • MMBG Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • MMBG Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $2.49M in Q4 2021.
  • 402 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.