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Money Design’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Money Design’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
2025
Q2 		$16.9M Buy
133,471
+542
+0.4% +$63.9K 0.79% 24
2025
Q1 		$15.3M Buy
132,929
+56,010
+73% +$6.79M 0.76% 29
2024
Q4 		$9.38M Sell
76,919
-2,822
-4% -$346K 0.48% 39
2024
Q3 		$9.6M Sell
79,741
-3,689
-4% -$426K 0.48% 38
2024
Q2 		$9.38M Sell
83,430
-9,590
-10% -$1.04M 0.51% 36
2024
Q1 		$10.2M Sell
93,020
-7,676
-8% -$799K 0.55% 36
2023
Q4 		$10.1M Buy
100,696
+16,584
+20% +$1.55M 0.57% 37
2023
Q3 		$7.57M Sell
84,112
-144,713
-63% -$13.6M 0.46% 47
2023
Q2 		$21.4M Sell
228,825
-104,950
-31% -$9.32M 1.27% 24
2023
Q1 		$29.3M Sell
333,775
-21,218
-6% -$1.82M 1.73% 20
2022
Q4 		$29.2M Buy
354,993
+3,120
+0.9% +$257K 1.83% 17
2022
Q3 		$26.7M Buy
351,873
+8,422
+2% +$716K 1.89% 18
2022
Q2 		$27.7M Buy
343,451
+44,887
+15% +$3.94M 2.07% 14
2022
Q1 		$28.9M Sell
298,564
-38,639
-11% -$3.74M 1.96% 14
2021
Q4 		$35.9M Buy
337,203
+173,062
+105% +$17.8M 2.43% 14
2021
Q3 		$15.7M Buy
164,141
+17,840
+12% +$1.76M 1.3% 31
2021
Q2 		$14M Buy
146,301
+4,157
+3% +$384K 1.44% 27
2021
Q1 		$12.5M Buy
142,144
+20,565
+17% +$1.75M 1.45% 24
2020
Q4 		$9.96M Buy
+121,579
New +$9.5M 1.14% 31

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Money Design's SUSA Position: Q2 2025 in Review

Money Design increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.41% in Q2 2025, buying an estimated $63.9K and bringing the position to 133,471 shares worth $16.9M. The position accounts for 0.79% of the portfolio, ranked #24.

Money Design first reported a position in SUSA in Q4 2020 and has held it in 19 quarters since. The position peaked at $35.9M in Q4 2021. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Money Design held 133,471 shares of iShares ESG Optimized MSCI USA ETF worth $16.9M as of Q2 2025.
  • Money Design bought 542 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $63.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.79% of Money Design's portfolio in Q2 2025, its #24 holding.
  • Money Design first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 19 quarters since.
  • Money Design's iShares ESG Optimized MSCI USA ETF position peaked at $35.9M in Q4 2021.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.