Pinnacle Financial Partners (Tennessee)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$378K	Buy	2,787 +887	+47%	+$116K	0.01%	370
2025 Q2	$241K	Hold	1,900	–	–	0.01%	425
2025 Q1	$218K	Sell	1,900 -330	-15%	-$40K	﹤0.01%	432
2024 Q4	$271K	Hold	2,230	–	–	0.01%	388
2024 Q3	$268K	Hold	2,230	–	–	0.01%	392
2024 Q2	$251K	Hold	2,230	–	–	0.01%	389
2024 Q1	$243K	Hold	2,230	–	–	0.01%	404
2023 Q4	$224K	Buy	+2,230	New	+$208K	0.01%	393

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SUSA Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 47% in Q3 2025, buying an estimated $116K and bringing the position to 2,787 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #370.

Pinnacle Financial Partners (Tennessee) first reported a position in SUSA in Q4 2023 and has held it in 8 quarters since. 497 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 2,787 shares of iShares ESG Optimized MSCI USA ETF worth $378K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 887 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $116K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #370 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 8 quarters since.
497 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.