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

Pennsylvania 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
Q2 		$226K Buy
+1,464
New +$216K 0.06% 119
2026
Q1 		– Sell
-1,464
Closed -$204K – 117
2025
Q4 		$204K Buy
+1,464
New +$202K 0.06% 110

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pennsylvania Capital Management's SUSA Position: Q2 2026 in Review

Pennsylvania Capital Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,464 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Pennsylvania Capital Management previously reported a position in SUSA as recently as Q4 2025.

Pennsylvania Capital Management first reported a position in SUSA in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Pennsylvania Capital Management held 1,464 shares of iShares ESG Optimized MSCI USA ETF worth $226K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Pennsylvania Capital Management position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Pennsylvania Capital Management's portfolio in Q2 2026, its #119 holding.
  • Pennsylvania Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.