Morgan Stanley
SUSA icon

Morgan Stanley’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Morgan Stanley’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 		$132M Sell
999,244
-12,358
-1% -$1.71M 0.01% 1215
2025
Q4 		$141M Sell
1,011,602
-29,047
-3% -$4.01M 0.01% 1165
2025
Q3 		$141M Sell
1,040,649
-8,517
-0.8% -$1.11M 0.01% 1142
2025
Q2 		$133M Sell
1,049,166
-6,931
-0.7% -$817K 0.01% 1124
2025
Q1 		$121M Sell
1,056,097
-88,484
-8% -$10.7M 0.01% 1110
2024
Q4 		$139M Sell
1,144,581
-18,378
-2% -$2.25M 0.01% 1034
2024
Q3 		$140M Sell
1,162,959
-14,565
-1% -$1.68M 0.01% 1023
2024
Q2 		$132M Sell
1,177,524
-12,825
-1% -$1.39M 0.01% 1007
2024
Q1 		$130M Sell
1,190,349
-1,304,549
-52% -$136M 0.01% 1019
2023
Q4 		$251M Buy
2,494,898
+1,290,927
+107% +$120M 0.01% 1012
2023
Q3 		$108M Sell
1,203,971
-745
-0.1% -$70.1K 0.01% 1011
2023
Q2 		$113M Sell
1,204,716
-142,325
-11% -$12.6M 0.01% 1013
2023
Q1 		$118M Sell
1,347,041
-102,248
-7% -$8.79M 0.01% 967
2022
Q4 		$119M Sell
1,449,289
-248,115
-15% -$20.4M 0.01% 926
2022
Q3 		$129M Sell
1,697,404
-58,224
-3% -$4.95M 0.02% 768
2022
Q2 		$142M Sell
1,755,628
-254,811
-13% -$22.4M 0.02% 740
2022
Q1 		$195M Sell
2,010,439
-94,667
-4% -$9.17M 0.03% 541
2021
Q4 		$224M Buy
2,105,106
+117,100
+6% +$12M 0.03% 519
2021
Q3 		$191M Buy
1,988,006
+99,834
+5% +$9.86M 0.03% 546
2021
Q2 		$180M Buy
1,888,172
+28,673
+2% +$2.65M 0.02% 576
2021
Q1 		$163M Buy
1,859,499
+361,804
+24% +$30.9M 0.02% 553
2020
Q4 		$123M Buy
1,497,695
+299,543
+25% +$23.4M 0.02% 633
2020
Q3 		$88.1M Sell
1,198,152
-2,362
-0.2% -$171K 0.02% 639
2020
Q2 		$80.3M Buy
1,200,514
+166,100
+16% +$10.4M 0.02% 625
2020
Q1 		$56.8M Buy
1,034,414
+417,934
+68% +$26.8M 0.02% 685
2019
Q4 		$41.3M Buy
616,480
+97,546
+19% +$6.24M 0.01% 1067
2019
Q3 		$32.1M Buy
518,934
+41,526
+9% +$2.54M 0.01% 1130
2019
Q2 		$29.1M Sell
477,408
-25,556
-5% -$1.53M 0.01% 1208
2019
Q1 		$29.7M Buy
502,964
+22,964
+5% +$1.29M 0.01% 1151
2018
Q4 		$24.8M Buy
480,000
+29,990
+7% +$1.66M 0.01% 1276
2018
Q3 		$26.9M Buy
450,010
+20,500
+5% +$1.2M 0.01% 1417
2018
Q2 		$24.2M Sell
429,510
-22,592
-5% -$1.27M 0.01% 1466
2018
Q1 		$25.1M Buy
452,102
+20,240
+5% +$1.15M 0.01% 1466
2017
Q4 		$24M Sell
431,862
-10,448
-2% -$566K 0.01% 1514
2017
Q3 		$23.1M Buy
442,310
+39,904
+10% +$2.07M 0.01% 1457
2017
Q2 		$20.6M Buy
402,406
+38,290
+11% +$1.92M 0.01% 1507
2017
Q1 		$17.9M Buy
364,116
+104,982
+41% +$5.04M 0.01% 1661
2016
Q4 		$11.9M Buy
259,134
+19,604
+8% +$890K ﹤0.01% 2067
2016
Q3 		$10.9M Buy
239,530
+55,312
+30% +$2.49M ﹤0.01% 1941
2016
Q2 		$7.96M Buy
184,218
+23,510
+15% +$1.01M ﹤0.01% 2178
2016
Q1 		$6.84M Sell
160,708
-184,828
-53% -$7.39M ﹤0.01% 2213
2015
Q4 		$14.4M Buy
345,536
+167,118
+94% +$7.02M 0.01% 1674
2015
Q3 		$7.03M Sell
178,418
-7,390
-4% -$307K ﹤0.01% 2315
2015
Q2 		$7.91M Buy
185,808
+15,882
+9% +$691K ﹤0.01% 2352
2015
Q1 		$7.29M Buy
169,926
+29,866
+21% +$1.28M ﹤0.01% 2390
2014
Q4 		$6.03M Buy
140,060
+27,946
+25% +$1.17M ﹤0.01% 2545
2014
Q3 		$4.61M Buy
112,114
+16,176
+17% +$667K ﹤0.01% 2696
2014
Q2 		$3.95M Sell
95,938
-1,852
-2% -$73.6K ﹤0.01% 2884
2014
Q1 		$3.82M Sell
97,790
-3,816
-4% -$146K ﹤0.01% 2830
2013
Q4 		$3.9M Buy
101,606
+1,630
+2% +$60.1K ﹤0.01% 2797
2013
Q3 		$3.54M Buy
99,976
+9,446
+10% +$333K ﹤0.01% 2757
2013
Q2 		$3.06M Buy
+90,530
New +$3.07M ﹤0.01% 2785

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley's SUSA Position: Q1 2026 in Review

Morgan Stanley reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q1 2026, selling an estimated $1.71M and leaving 999,244 shares worth $132M. The position accounts for 0.01% of the portfolio, ranked #1215.

Morgan Stanley first reported a position in SUSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q4 2023. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Morgan Stanley held 999,244 shares of iShares ESG Optimized MSCI USA ETF worth $132M as of Q1 2026.
  • Morgan Stanley sold 12,358 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.71M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1215 holding.
  • Morgan Stanley first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares ESG Optimized MSCI USA ETF position peaked at $251M in Q4 2023.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.