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SUSA icon

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

NewEdge 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 		$8.23M Sell
53,342
-2,217
-4% -$327K 0.02% 571
2026
Q1 		$7.34M Sell
55,559
-3,759
-6% -$521K 0.03% 551
2025
Q4 		$8.27M Buy
59,318
+176
+0.3% +$24.3K 0.03% 496
2025
Q3 		$8.02M Buy
59,142
+6,084
+11% +$795K 0.04% 460
2025
Q2 		$6.73M Sell
53,058
-1,572
-3% -$185K 0.03% 474
2025
Q1 		$6.28M Buy
54,630
+3,306
+6% +$401K 0.04% 441
2024
Q4 		$6.24M Buy
51,324
+4,549
+10% +$558K 0.04% 424
2024
Q3 		$5.63M Buy
46,775
+1,890
+4% +$218K 0.04% 430
2024
Q2 		$5.04M Buy
44,885
+5,414
+14% +$587K 0.04% 443
2024
Q1 		$4.31M Buy
39,471
+860
+2% +$89.6K 0.04% 432
2023
Q4 		$3.93M Buy
38,611
+1,509
+4% +$141K 0.04% 423
2023
Q3 		$3.34M Buy
37,102
+4,784
+15% +$450K 0.04% 423
2023
Q2 		$3.03M Buy
32,318
+4,316
+15% +$383K 0.03% 453
2023
Q1 		$2.46M Buy
28,002
+13,152
+89% +$1.13M 0.03% 467
2022
Q4 		$836K Buy
14,850
+4,998
+51% +$412K 0.02% 572
2022
Q3 		$747K Buy
9,852
+406
+4% +$34.5K 0.01% 776
2022
Q2 		$763K Buy
+9,446
New +$829K 0.01% 803
2022
Q1 		– Sell
-8,412
Closed -$894K – 1590
2021
Q4 		$894K Buy
8,412
+3,879
+86% +$399K 0.01% 790
2021
Q3 		$435K Buy
4,533
+5
+0.1% +$494 0.01% 784
2021
Q2 		$433K Buy
+4,528
New +$419K 0.01% 781

Other funds holding SUSA

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's SUSA Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4% in Q2 2026, selling an estimated $327K and leaving 53,342 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #571.

NewEdge Advisors first reported a position in SUSA in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.27M in Q4 2025. 460 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • NewEdge Advisors held 53,342 shares of iShares ESG Optimized MSCI USA ETF worth $8.23M as of Q2 2026.
  • NewEdge Advisors sold 2,217 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $327K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #571 holding.
  • NewEdge Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $8.27M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.