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Oppenheimer & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-1,800
Closed -$228K – 1730
2025
Q2 		$228K Sell
1,800
-19
-1% -$2.24K ﹤0.01% 1453
2025
Q1 		$209K Buy
1,819
+15
+0.8% +$1.82K ﹤0.01% 1440
2024
Q4 		$219K Buy
1,804
+4
+0.2% +$491 ﹤0.01% 1419
2024
Q3 		$217K Hold
1,800
– – ﹤0.01% 1376
2024
Q2 		$202K Buy
+1,800
New +$195K ﹤0.01% 1334
2023
Q3 		– Sell
-3,050
Closed -$286K – 1461
2023
Q2 		$286K Sell
3,050
-1,700
-36% -$151K 0.01% 1175
2023
Q1 		$417K Hold
4,750
– – 0.01% 1007
2022
Q4 		$391K Hold
4,750
– – 0.01% 991
2022
Q3 		$361K Sell
4,750
-150
-3% -$12.8K 0.01% 1007
2022
Q2 		$395K Buy
4,900
+250
+5% +$21.9K 0.01% 1003
2022
Q1 		$450K Hold
4,650
– – 0.01% 1052
2021
Q4 		$494K Buy
4,650
+400
+9% +$41.1K 0.01% 1035
2021
Q3 		$408K Buy
+4,250
New +$420K 0.01% 1097

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oppenheimer & Co's SUSA Position: Q3 2025 in Review

Oppenheimer & Co sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 1,800 shares — an estimated $228K sold.

Oppenheimer & Co first reported a position in SUSA in Q3 2021 and held it in 13 quarters. The position peaked at $494K in Q4 2021. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Oppenheimer & Co reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 1,800 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $228K.
  • Oppenheimer & Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 13 quarters.
  • Oppenheimer & Co's iShares ESG Optimized MSCI USA ETF position peaked at $494K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.