Riverbridge Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Riverbridge Partners’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	–	Sell	-8,260	Closed	-$1.15M	–	203
2025 Q4	$1.15M	Buy	+8,260	New	+$1.14M	0.02%	150
2022 Q1	–	Sell	-32,425	Closed	-$3.44M	–	166
2021 Q4	$3.44M	Buy	+32,425	New	+$3.33M	0.03%	113
2019 Q1	–	Sell	-7,952	Closed	-$410K	–	138
2018 Q4	$410K	Buy	+7,952	New	+$441K	0.01%	118
2018 Q1	–	Sell	-6,646	Closed	-$369K	–	138
2017 Q4	$369K	Buy	+6,646	New	+$360K	0.01%	123
2016 Q1	–	Sell	-8,144	Closed	-$340K	–	138
2015 Q4	$340K	Buy	+8,144	New	+$342K	0.01%	123

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

Riverbridge Partners's SUSA Position: Q1 2026 in Review

Riverbridge Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 8,260 shares — an estimated $1.15M sold.

Riverbridge Partners first reported a position in SUSA in Q4 2015 and held it in 5 quarters. The position peaked at $3.44M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Riverbridge Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Riverbridge Partners sold 8,260 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.15M.
Riverbridge Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and held it in 5 quarters.
Riverbridge Partners's iShares ESG Optimized MSCI USA ETF position peaked at $3.44M in Q4 2021.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.