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Pinnacle Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Pinnacle Associates’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 		$461K Sell
2,987
-11
-0.4% -$1.62K 0.01% 715
2026
Q1 		$396K Sell
2,998
-56
-2% -$7.76K 0.01% 712
2025
Q4 		$426K Buy
3,054
+10
+0.3% +$1.38K 0.01% 695
2025
Q3 		$413K Sell
3,044
-1,541
-34% -$201K 0.01% 682
2025
Q2 		$581K Sell
4,585
-608
-12% -$71.7K 0.01% 603
2025
Q1 		$597K Buy
5,193
+1,178
+29% +$143K 0.01% 579
2024
Q4 		$488K Buy
4,015
+436
+12% +$53.5K 0.01% 605
2024
Q3 		$360K Sell
3,579
-230
-6% -$26.5K 0.01% 636
2024
Q2 		$428K Buy
3,809
+168
+5% +$18.2K 0.01% 612
2024
Q1 		$397K Buy
3,641
+62
+2% +$6.46K 0.01% 636
2023
Q4 		$360K Buy
3,579
+173
+5% +$16.1K 0.01% 645
2023
Q3 		$306K Buy
3,406
+5
+0.1% +$471 0.01% 669
2023
Q2 		$318K Sell
3,401
-184
-5% -$16.3K 0.01% 663
2023
Q1 		$315K Sell
3,585
-53
-1% -$4.55K 0.01% 612
2022
Q4 		$299K Buy
3,638
+102
+3% +$8.4K 0.01% 607
2022
Q3 		$268K Sell
3,536
-2,448
-41% -$208K 0.01% 622
2022
Q2 		$483K Buy
5,984
+136
+2% +$11.9K 0.01% 523
2022
Q1 		$566K Buy
5,848
+2,187
+60% +$212K 0.01% 528
2021
Q4 		$389K Buy
+3,661
New +$376K 0.01% 610

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

Pinnacle Associates's SUSA Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.37% in Q2 2026, selling an estimated $1.62K and leaving 2,987 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #715.

Pinnacle Associates first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $597K in Q1 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Pinnacle Associates held 2,987 shares of iShares ESG Optimized MSCI USA ETF worth $461K as of Q2 2026.
  • Pinnacle Associates sold 11 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.62K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #715 holding.
  • Pinnacle Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Associates's iShares ESG Optimized MSCI USA ETF position peaked at $597K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.