Progressive Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Progressive Investment 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 Q1	$528K	Hold	4,000	–	–	0.14%	42
2025 Q4	$557K	Hold	4,000	–	–	0.13%	40
2025 Q3	$543K	Hold	4,000	–	–	0.13%	40
2025 Q2	$507K	Hold	4,000	–	–	0.13%	41
2025 Q1	$459K	Hold	4,000	–	–	0.13%	41
2024 Q4	$486K	Hold	4,000	–	–	0.12%	41
2024 Q3	$481K	Hold	4,000	–	–	0.12%	42
2024 Q2	$449K	Hold	4,000	–	–	0.12%	41
2024 Q1	$437K	Hold	4,000	–	–	0.12%	42
2023 Q4	$402K	Hold	4,000	–	–	0.11%	40
2023 Q3	$360K	Hold	4,000	–	–	0.12%	39
2023 Q2	$375K	Hold	4,000	–	–	0.12%	40
2023 Q1	$351K	Hold	4,000	–	–	0.11%	41
2022 Q4	$329K	Hold	4,000	–	–	0.13%	42
2022 Q3	$304K	Hold	4,000	–	–	0.12%	40
2022 Q2	$323K	Hold	4,000	–	–	0.13%	40
2022 Q1	$387K	Hold	4,000	–	–	0.12%	38
2021 Q4	$425K	Hold	4,000	–	–	0.12%	38
2021 Q3	$384K	Buy	+4,000	New	+$395K	0.11%	40

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

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

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

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

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

Progressive Investment Management's SUSA Position: Q1 2026 in Review

Progressive Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 4,000 shares worth $528K. The position accounts for 0.14% of the portfolio, ranked #42.

Progressive Investment Management first reported a position in SUSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $557K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Progressive Investment Management held 4,000 shares of iShares ESG Optimized MSCI USA ETF worth $528K as of Q1 2026.
Progressive Investment Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.14% of Progressive Investment Management's portfolio in Q1 2026, its #42 holding.
Progressive Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
Progressive Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $557K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.