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

Pointe 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	$270K	Hold	1,752	–	–	0.12%	132
2026 Q1	$231K	Hold	1,752	–	–	0.11%	141
2025 Q4	$244K	Hold	1,752	–	–	0.12%	138
2025 Q3	$238K	Hold	1,752	–	–	0.12%	142
2025 Q2	$222K	Hold	1,752	–	–	0.12%	147
2025 Q1	$201K	Hold	1,752	–	–	0.12%	151
2024 Q4	$213K	Hold	1,752	–	–	0.12%	152
2024 Q3	$211K	Buy	+1,752	New	+$202K	0.12%	154
2023 Q2	–	Sell	-1,752	Closed	-$154K	–	357
2023 Q1	$154K	Buy	+1,752	New	+$151K	0.11%	157

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

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

Pointe Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,752 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #132.

Pointe Capital Management first reported a position in SUSA in Q1 2023 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Pointe Capital Management held 1,752 shares of iShares ESG Optimized MSCI USA ETF worth $270K as of Q2 2026.
Pointe Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.12% of Pointe Capital Management's portfolio in Q2 2026, its #132 holding.
Pointe Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 9 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.