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NorthRock Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

NorthRock Partners’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 		$3.6M Buy
27,246
+398
+1% +$55.2K 0.06% 149
2025
Q4 		$3.74M Buy
26,848
+8,647
+48% +$1.19M 0.06% 141
2025
Q3 		$2.47M Buy
18,201
+242
+1% +$31.6K 0.04% 186
2025
Q2 		$2.28M Buy
17,959
+251
+1% +$29.6K 0.06% 124
2025
Q1 		$2.03M Buy
17,708
+188
+1% +$22.8K 0.07% 116
2024
Q4 		$2.13M Buy
17,520
+370
+2% +$45.4K 0.07% 113
2024
Q3 		$2.06M Buy
17,150
+2,321
+16% +$268K 0.07% 121
2024
Q2 		$1.67M Sell
14,829
-44
-0.3% -$4.77K 0.06% 130
2024
Q1 		$1.62M Buy
14,873
+4,003
+37% +$417K 0.06% 142
2023
Q4 		$1.09M Buy
10,870
+5,164
+91% +$482K 0.05% 181
2023
Q3 		$513K Buy
5,706
+25
+0.4% +$2.35K 0.05% 154
2023
Q2 		$532K Buy
5,681
+1
+0% +$89 0.06% 128
2023
Q1 		$499K Buy
5,680
+65
+1% +$5.58K 0.05% 151
2022
Q4 		$462K Sell
5,615
-318
-5% -$26.2K 0.05% 169
2022
Q3 		$450K Sell
5,933
-90
-1% -$7.66K 0.05% 155
2022
Q2 		$486K Sell
6,023
-1,591
-21% -$140K 0.05% 155
2022
Q1 		$737K Sell
7,614
-1,963
-20% -$190K 0.07% 130
2021
Q4 		$1.02M Buy
9,577
+1,501
+19% +$154K 0.08% 98
2021
Q3 		$919K Sell
8,076
-1,595
-16% -$158K 0.08% 99
2021
Q2 		$924K Buy
9,671
+870
+10% +$80.5K 0.08% 90
2021
Q1 		$773K Sell
8,801
-3,810
-30% -$325K 0.07% 95
2020
Q4 		$1.04M Buy
12,611
+1,705
+16% +$133K 0.1% 74
2020
Q3 		$802K Buy
10,906
+6
+0.1% +$433 0.09% 89
2020
Q2 		$729K Sell
10,900
-1,306
-11% -$81.7K 0.09% 93
2020
Q1 		$670K Buy
12,206
+804
+7% +$51.5K 0.09% 96
2019
Q4 		$764K Sell
11,402
-3,888
-25% -$249K 0.08% 120
2019
Q3 		$945K Buy
15,290
+3,944
+35% +$241K 0.13% 87
2019
Q2 		$690K Sell
11,346
-84
-0.7% -$5.03K 0.2% 27
2019
Q1 		$675K Buy
11,430
+180
+2% +$10.1K 0.18% 32
2018
Q4 		$581K Buy
11,250
+800
+8% +$44.4K 0.17% 38
2018
Q3 		$627K Buy
10,450
+1,280
+14% +$75.1K 0.18% 28
2018
Q2 		$519K Buy
9,170
+1,310
+17% +$73.7K 0.18% 28
2018
Q1 		$436K Buy
7,860
+20
+0.3% +$1.14K 0.14% 30
2017
Q4 		$435K Buy
7,840
+1,940
+33% +$105K 0.14% 28
2017
Q3 		$308K Buy
5,900
+10
+0.2% +$518 0.12% 36
2017
Q2 		$302K Hold
5,890
– – 0.13% 34
2017
Q1 		$289K Buy
5,890
+30
+0.5% +$1.44K 0.12% 31
2016
Q4 		$270K Hold
5,860
– – 0.1% 41
2016
Q3 		$266K Buy
+5,860
New +$264K 0.11% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NorthRock Partners's SUSA Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.5% in Q1 2026, buying an estimated $55.2K and bringing the position to 27,246 shares worth $3.6M. The position accounts for 0.06% of the portfolio, ranked #149.

NorthRock Partners first reported a position in SUSA in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.74M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • NorthRock Partners held 27,246 shares of iShares ESG Optimized MSCI USA ETF worth $3.6M as of Q1 2026.
  • NorthRock Partners bought 398 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $55.2K.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of NorthRock Partners's portfolio in Q1 2026, its #149 holding.
  • NorthRock Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2016 and has held it in 39 quarters since.
  • NorthRock Partners's iShares ESG Optimized MSCI USA ETF position peaked at $3.74M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.