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Orion Portfolio Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Orion Portfolio Solutions’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
Q1 		$591K Buy
5,145
+1,305
+34% +$158K 0.01% 1339
2024
Q4 		$467K Buy
+3,840
New +$471K ﹤0.01% 1371

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Orion Portfolio Solutions's SUSA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 34% in Q1 2025, buying an estimated $158K and bringing the position to 5,145 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #1339.

Orion Portfolio Solutions first reported a position in SUSA in Q4 2024 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Orion Portfolio Solutions held 5,145 shares of iShares ESG Optimized MSCI USA ETF worth $591K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,305 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $158K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1339 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.