Princeton Global Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Princeton Global Asset 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	$346K	Hold	2,242	–	–	0.05%	168
2026 Q1	$296K	Hold	2,242	–	–	0.05%	165
2025 Q4	$312K	Hold	2,242	–	–	0.05%	161
2025 Q3	$304K	Buy	2,242 +580	+35%	+$75.8K	0.05%	166
2025 Q2	$211K	Buy	+1,662	New	+$196K	0.04%	187

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

Princeton Global Asset Management's SUSA Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,242 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #168.

Princeton Global Asset Management first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Princeton Global Asset Management held 2,242 shares of iShares ESG Optimized MSCI USA ETF worth $346K as of Q2 2026.
Princeton Global Asset Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.05% of Princeton Global Asset Management's portfolio in Q2 2026, its #168 holding.
Princeton Global Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.