Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Northwestern Mutual Wealth Management’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 		$9.34M Sell
60,537
-2,594
-4% -$383K 0.01% 649
2026
Q1 		$8.34M Sell
63,131
-3,051
-5% -$423K 0.01% 646
2025
Q4 		$9.22M Sell
66,182
-666
-1% -$92K 0.01% 595
2025
Q3 		$9.07M Sell
66,848
-1,405
-2% -$184K 0.01% 566
2025
Q2 		$8.65M Sell
68,253
-14,504
-18% -$1.71M 0.01% 538
2025
Q1 		$9.51M Buy
82,757
+555
+0.7% +$67.3K 0.01% 492
2024
Q4 		$9.99M Sell
82,202
-673
-0.8% -$82.6K 0.01% 465
2024
Q3 		$9.98M Sell
82,875
-1,319
-2% -$152K 0.01% 455
2024
Q2 		$9.46M Sell
84,194
-3,628
-4% -$393K 0.01% 433
2024
Q1 		$9.59M Sell
87,822
-3,309
-4% -$345K 0.01% 430
2023
Q4 		$9.16M Buy
91,131
+1,154
+1% +$108K 0.01% 417
2023
Q3 		$8.1M Sell
89,977
-2,930
-3% -$276K 0.01% 402
2023
Q2 		$8.7M Sell
92,907
-2,743
-3% -$244K 0.01% 390
2023
Q1 		$8.4M Sell
95,650
-19,029
-17% -$1.64M 0.01% 375
2022
Q4 		$9.44M Buy
114,679
+2,914
+3% +$240K 0.01% 346
2022
Q3 		$8.48M Buy
111,765
+2,418
+2% +$206K 0.01% 324
2022
Q2 		$8.82M Buy
109,347
+2,212
+2% +$194K 0.02% 312
2022
Q1 		$10.4M Sell
107,135
-55,402
-34% -$5.37M 0.02% 297
2021
Q4 		$17.3M Buy
162,537
+74,910
+85% +$7.7M 0.03% 222
2021
Q3 		$8.41M Buy
87,627
+5,827
+7% +$576K 0.02% 295
2021
Q2 		$7.82M Buy
81,800
+4,024
+5% +$372K 0.01% 289
2021
Q1 		$6.83M Buy
77,776
+7,424
+11% +$633K 0.01% 288
2020
Q4 		$5.79M Buy
70,352
+5,304
+8% +$415K 0.01% 299
2020
Q3 		$4.79M Buy
65,048
+21,178
+48% +$1.53M 0.01% 304
2020
Q2 		$2.93M Buy
43,870
+16,686
+61% +$1.04M 0.01% 344
2020
Q1 		$1.49M Buy
27,184
+8,536
+46% +$547K 0.01% 414
2019
Q4 		$1.25M Buy
18,648
+2,984
+19% +$191K ﹤0.01% 473
2019
Q3 		$968K Buy
15,664
+2,862
+22% +$175K ﹤0.01% 492
2019
Q2 		$780K Buy
12,802
+6,364
+99% +$381K ﹤0.01% 516
2019
Q1 		$381K Buy
6,438
+3,304
+105% +$186K ﹤0.01% 686
2018
Q4 		$162K Buy
3,134
+2,072
+195% +$115K ﹤0.01% 847
2018
Q3 		$63K Buy
1,062
+420
+65% +$24.6K ﹤0.01% 1216
2018
Q2 		$36K Buy
+642
New +$36.1K ﹤0.01% 1375

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management's SUSA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.1% in Q2 2026, selling an estimated $383K and leaving 60,537 shares worth $9.34M. The position accounts for 0.01% of the portfolio, ranked #649.

Northwestern Mutual Wealth Management first reported a position in SUSA in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.3M in Q4 2021. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 60,537 shares of iShares ESG Optimized MSCI USA ETF worth $9.34M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 2,594 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $383K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #649 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2018 and has held it in 33 quarters since.
  • Northwestern Mutual Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $17.3M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.