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Parsons Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Parsons Capital 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
Q1 		$692K Sell
5,241
-182
-3% -$25.2K 0.03% 313
2025
Q4 		$756K Sell
5,423
-25
-0.5% -$3.45K 0.04% 280
2025
Q3 		$739K Sell
5,448
-33
-0.6% -$4.31K 0.04% 278
2025
Q2 		$695K Sell
5,481
-165
-3% -$19.5K 0.04% 279
2025
Q1 		$649K Sell
5,646
-295
-5% -$35.8K 0.04% 294
2024
Q4 		$722K Sell
5,941
-157
-3% -$19.3K 0.04% 281
2024
Q3 		$734K Hold
6,098
– – 0.05% 279
2024
Q2 		$685K Sell
6,098
-84
-1% -$9.1K 0.05% 281
2024
Q1 		$675K Sell
6,182
-47
-0.8% -$4.89K 0.05% 283
2023
Q4 		$626K Buy
6,229
+70
+1% +$6.53K 0.04% 281
2023
Q3 		$554K Buy
6,159
+276
+5% +$26K 0.04% 277
2023
Q2 		$551K Buy
5,883
+1,146
+24% +$102K 0.04% 286
2023
Q1 		$416K Buy
4,737
+55
+1% +$4.73K 0.03% 322
2022
Q4 		$385K Sell
4,682
-1,095
-19% -$90.2K 0.03% 320
2022
Q3 		$439K Sell
5,777
-375
-6% -$31.9K 0.04% 292
2022
Q2 		$496K Buy
6,152
+55
+0.9% +$4.83K 0.04% 278
2022
Q1 		$590K Sell
6,097
-215
-3% -$20.8K 0.04% 280
2021
Q4 		$671K Sell
6,312
-100
-2% -$10.3K 0.05% 271
2021
Q3 		$615K Sell
6,412
-245
-4% -$24.2K 0.05% 267
2021
Q2 		$636K Buy
6,657
+318
+5% +$29.4K 0.05% 262
2021
Q1 		$557K Buy
6,339
+858
+16% +$73.2K 0.05% 267
2020
Q4 		$451K Buy
5,481
+381
+7% +$29.8K 0.04% 272
2020
Q3 		$375K Sell
5,100
-1,394
-21% -$101K 0.04% 273
2020
Q2 		$434K Sell
6,494
-234
-3% -$14.6K 0.05% 243
2020
Q1 		$369K Sell
6,728
-326
-5% -$20.9K 0.05% 244
2019
Q4 		$473K Hold
7,054
– – 0.05% 249
2019
Q3 		$436K Buy
7,054
+106
+2% +$6.49K 0.05% 249
2019
Q2 		$423K Buy
6,948
+6
+0.1% +$359 0.05% 257
2019
Q1 		$410K Buy
6,942
+6
+0.1% +$338 0.04% 255
2018
Q4 		$358K Buy
6,936
+140
+2% +$7.76K 0.04% 258
2018
Q3 		$406K Sell
6,796
-100
-1% -$5.87K 0.04% 274
2018
Q2 		$389K Sell
6,896
-52
-0.7% -$2.93K 0.04% 277
2018
Q1 		$385K Buy
6,948
+620
+10% +$35.3K 0.04% 280
2017
Q4 		$351K Buy
6,328
+518
+9% +$28.1K 0.04% 292
2017
Q3 		$304K Buy
5,810
+260
+5% +$13.5K 0.04% 297
2017
Q2 		$284K Buy
5,550
+2
+0% +$101 0.03% 304
2017
Q1 		$273K Buy
5,548
+374
+7% +$18K 0.03% 301
2016
Q4 		$238K Buy
5,174
+506
+11% +$23K 0.03% 302
2016
Q3 		$212K Sell
4,668
-414
-8% -$18.7K 0.03% 316
2016
Q2 		$220K Buy
5,082
+146
+3% +$6.27K 0.03% 306
2016
Q1 		$210K Buy
+4,936
New +$197K 0.03% 303
2015
Q2 		– Sell
-4,210
Closed -$181K – 506
2015
Q1 		$181K Buy
+4,210
New +$181K 0.03% 322

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 $4.86B AUM 22.78% 1-Year Est. Return

Parsons Capital Management's SUSA Position: Q1 2026 in Review

Parsons Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.4% in Q1 2026, selling an estimated $25.2K and leaving 5,241 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #313.

Parsons Capital Management first reported a position in SUSA in Q1 2015 and has held it in 42 quarters since. The position peaked at $756K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Parsons Capital Management held 5,241 shares of iShares ESG Optimized MSCI USA ETF worth $692K as of Q1 2026.
  • Parsons Capital Management sold 182 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $25.2K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Parsons Capital Management's portfolio in Q1 2026, its #313 holding.
  • Parsons Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2015 and has held it in 42 quarters since.
  • Parsons Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $756K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.