Perigon Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Perigon Wealth 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	$312K	Sell	2,020 -23	-1%	-$3.4K	﹤0.01%	1095
2026 Q1	$270K	Buy	2,043 +471	+30%	+$65.3K	﹤0.01%	1061
2025 Q4	$219K	Buy	+1,572	New	+$217K	﹤0.01%	1192
2022 Q4	–	Sell	-3,002	Closed	-$228K	–	717
2022 Q3	$228K	Hold	3,002	–	–	0.02%	500
2022 Q2	$242K	Sell	3,002 -80	-3%	-$7.02K	0.02%	488
2022 Q1	$298K	Hold	3,082	–	–	0.02%	459
2021 Q4	$327K	Sell	3,082 -747	-20%	-$76.8K	0.02%	432
2021 Q3	$367K	Buy	+3,829	New	+$378K	0.03%	372
2018 Q2	–	Sell	-600	Closed	-$33K	–	547
2018 Q1	$33K	Buy	+600	New	+$34.1K	0.01%	372

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perigon Wealth Management's SUSA Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.1% in Q2 2026, selling an estimated $3.4K and leaving 2,020 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Perigon Wealth Management first reported a position in SUSA in Q1 2018 and has held it in 9 quarters since. The position peaked at $367K in Q3 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Perigon Wealth Management held 2,020 shares of iShares ESG Optimized MSCI USA ETF worth $312K as of Q2 2026.
Perigon Wealth Management sold 23 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.4K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1095 holding.
Perigon Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 9 quarters since.
Perigon Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $367K in Q3 2021.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.