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

Pilgrim Partners Asia’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 		$1.27M Hold
9,620
– – 0.52% 26
2025
Q4 		$1.34M Hold
9,620
– – 0.64% 27
2025
Q3 		$1.3M Buy
+9,620
New +$1.26M 0.58% 29
2025
Q1 		$781K Buy
6,800
+1,200
+21% +$145K 0.74% 26
2024
Q4 		$681K Buy
+5,600
New +$687K 0.59% 27

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 $8.18B AUM 28.28% 1-Year Est. Return

Pilgrim Partners Asia's SUSA Position: Q1 2026 in Review

Pilgrim Partners Asia held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 9,620 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #26.

Pilgrim Partners Asia first reported a position in SUSA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Pilgrim Partners Asia held 9,620 shares of iShares ESG Optimized MSCI USA ETF worth $1.27M as of Q1 2026.
  • Pilgrim Partners Asia left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.52% of Pilgrim Partners Asia's portfolio in Q1 2026, its #26 holding.
  • Pilgrim Partners Asia first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • Pilgrim Partners Asia's iShares ESG Optimized MSCI USA ETF position peaked at $1.34M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Pilgrim Partners Asia's 13F filing for Q1 2026, filed 12 May 2026.