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

&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
Q2 		$3.46M Buy
22,505
+1,085
+5% +$160K 0.01% 745
2026
Q1 		$2.83M Buy
21,420
+325
+2% +$45.1K 0.01% 758
2025
Q4 		$2.94M Sell
21,095
-2,533
-11% -$350K 0.02% 693
2025
Q3 		$3.19M Sell
23,628
-1,823
-7% -$238K 0.02% 570
2025
Q2 		$3.23M Buy
25,451
+4,158
+20% +$490K 0.02% 487
2025
Q1 		$2.43M Buy
21,293
+3,874
+22% +$470K 0.03% 474
2024
Q4 		$2.13M Buy
17,419
+7,628
+78% +$936K 0.03% 485
2024
Q3 		$1.18M Buy
9,791
+3,339
+52% +$385K 0.02% 509
2024
Q2 		$725K Buy
6,452
+4,612
+251% +$500K 0.03% 430
2024
Q1 		$201K Buy
+1,840
New +$192K 0.03% 454

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

&Partners's SUSA Position: Q2 2026 in Review

&Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.1% in Q2 2026, buying an estimated $160K and bringing the position to 22,505 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #745.

&Partners first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • &Partners held 22,505 shares of iShares ESG Optimized MSCI USA ETF worth $3.46M as of Q2 2026.
  • &Partners bought 1,085 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $160K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #745 holding.
  • &Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.