MML Investors Services
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MML Investors Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MML Investors Services’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 		$6.73M Buy
43,611
+7,181
+20% +$1.06M 0.01% 825
2026
Q1 		$4.81M Sell
36,430
-7,437
-17% -$1.03M 0.01% 830
2025
Q4 		$6.11M Buy
43,867
+66
+0.2% +$9.11K 0.01% 763
2025
Q3 		$5.94M Buy
43,801
+1,186
+3% +$155K 0.02% 746
2025
Q2 		$5.4M Buy
42,615
+4,907
+13% +$579K 0.02% 757
2025
Q1 		$4.33M Sell
37,708
-8,827
-19% -$1.07M 0.01% 791
2024
Q4 		$5.66M Sell
46,535
-10,713
-19% -$1.31M 0.02% 654
2024
Q3 		$6.89M Sell
57,248
-15
-0% -$1.73K 0.03% 568
2024
Q2 		$6.43M Buy
57,263
+3,569
+7% +$387K 0.03% 551
2024
Q1 		$5.86M Buy
53,694
+1,528
+3% +$159K 0.02% 574
2023
Q4 		$5.24M Buy
52,166
+4,123
+9% +$385K 0.02% 575
2023
Q3 		$4.32M Buy
48,043
+3,300
+7% +$311K 0.02% 604
2023
Q2 		$4.19M Buy
44,743
+10,951
+32% +$973K 0.02% 602
2023
Q1 		$2.97M Buy
33,792
+3,429
+11% +$295K 0.02% 636
2022
Q4 		$2.5M Sell
30,363
-3,362
-10% -$277K 0.02% 735
2022
Q3 		$2.56M Buy
33,725
+410
+1% +$34.9K 0.02% 659
2022
Q2 		$2.69M Sell
33,315
-657
-2% -$57.7K 0.02% 637
2022
Q1 		$3.29M Sell
33,972
-45
-0.1% -$4.36K 0.02% 597
2021
Q4 		$3.61M Buy
34,017
+2,794
+9% +$287K 0.03% 537
2021
Q3 		$3M Sell
31,223
-31
-0.1% -$3.06K 0.02% 578
2021
Q2 		$2.99M Buy
31,254
+2,984
+11% +$276K 0.03% 555
2021
Q1 		$2.48M Sell
28,270
-1,241
-4% -$106K 0.02% 584
2020
Q4 		$2.43M Sell
29,511
-2,631
-8% -$206K 0.03% 516
2020
Q3 		$2.36M Sell
32,142
-1,994
-6% -$144K 0.03% 463
2020
Q2 		$2.28M Sell
34,136
-4,016
-11% -$251K 0.03% 451
2020
Q1 		$2.09M Buy
38,152
+4,062
+12% +$260K 0.04% 414
2019
Q4 		$2.28M Buy
34,090
+18,274
+116% +$1.17M 0.03% 446
2019
Q3 		$978K Sell
15,816
-1,384
-8% -$84.7K 0.02% 680
2019
Q2 		$1.05M Buy
17,200
+218
+1% +$13K 0.02% 702
2019
Q1 		$1M Buy
16,982
+836
+5% +$47.1K 0.02% 699
2018
Q4 		$833K Sell
16,146
-418
-3% -$23.2K 0.02% 693
2018
Q3 		$989K Buy
16,564
+5,340
+48% +$313K 0.02% 674
2018
Q2 		$633K Buy
11,224
+3,526
+46% +$198K 0.01% 742
2018
Q1 		$427K Buy
7,698
+2,860
+59% +$163K 0.01% 905
2017
Q4 		$269K Buy
+4,838
New +$262K 0.01% 1134
2017
Q3 		– Sell
-4,242
Closed -$217K – 1371
2017
Q2 		$217K Buy
+4,242
New +$213K ﹤0.01% 1140

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services's SUSA Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 20% in Q2 2026, buying an estimated $1.06M and bringing the position to 43,611 shares worth $6.73M. The position accounts for 0.01% of the portfolio, ranked #825.

MML Investors Services first reported a position in SUSA in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.89M in Q3 2024. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • MML Investors Services held 43,611 shares of iShares ESG Optimized MSCI USA ETF worth $6.73M as of Q2 2026.
  • MML Investors Services bought 7,181 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.06M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #825 holding.
  • MML Investors Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares ESG Optimized MSCI USA ETF position peaked at $6.89M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.