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Punch & Associates Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Punch & Associates 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
Q2 		– Sell
-190
Closed -$25.1K – 171
2026
Q1 		$25.1K Hold
190
– – ﹤0.01% 158
2025
Q4 		$26.5K Hold
190
– – ﹤0.01% 151
2025
Q3 		$25.8K Hold
190
– – ﹤0.01% 154
2025
Q2 		$24.1K Hold
190
– – ﹤0.01% 156
2025
Q1 		$21.8K Hold
190
– – ﹤0.01% 157
2024
Q4 		$23.1K Sell
190
-85
-31% -$10.4K ﹤0.01% 161
2024
Q3 		$33.1K Buy
+275
New +$31.7K ﹤0.01% 161
2024
Q1 		– Sell
-385
Closed -$38.7K – 223
2023
Q4 		$38.7K Sell
385
-25
-6% -$2.33K ﹤0.01% 222
2023
Q3 		$36.9K Hold
410
– – ﹤0.01% 218
2023
Q2 		$38.4K Buy
+410
New +$36.4K ﹤0.01% 220
2022
Q3 		– Sell
-410
Closed -$33K – 238
2022
Q2 		$33K Sell
410
-15
-4% -$1.32K ﹤0.01% 222
2022
Q1 		$41K Hold
425
– – ﹤0.01% 225
2021
Q4 		$45K Sell
425
-336
-44% -$34.5K ﹤0.01% 228
2021
Q3 		$73K Hold
761
– – ﹤0.01% 223
2021
Q2 		$73K Sell
761
-355
-32% -$32.8K ﹤0.01% 229
2021
Q1 		$98K Sell
1,116
-329
-23% -$28.1K 0.01% 229
2020
Q4 		$119K Sell
1,445
-141
-9% -$11K 0.01% 220
2020
Q3 		$117K Sell
1,586
-810
-34% -$58.5K 0.01% 221
2020
Q2 		$160K Hold
2,396
– – 0.01% 214
2020
Q1 		$131K Hold
2,396
– – 0.02% 209
2019
Q4 		$160K Buy
+2,396
New +$153K 0.01% 216

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

Punch & Associates Investment Management's SUSA Position: Q2 2026 in Review

Punch & Associates Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 190 shares — an estimated $25.1K sold.

Punch & Associates Investment Management first reported a position in SUSA in Q4 2019 and held it in 21 quarters. The position peaked at $160K in Q2 2020. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Punch & Associates Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 190 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $25.1K.
  • Punch & Associates Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 21 quarters.
  • Punch & Associates Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $160K in Q2 2020.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.