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Robertson Stephens Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Robertson Stephens Wealth 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 		$4.31M Sell
27,952
-212
-0.8% -$31.3K 0.11% 137
2026
Q1 		$3.72M Sell
28,164
-1,394
-5% -$193K 0.1% 144
2025
Q4 		$4.12M Sell
29,558
-4,047
-12% -$559K 0.11% 134
2025
Q3 		$4.56M Buy
33,605
+1,041
+3% +$136K 0.14% 111
2025
Q2 		$4.13M Sell
32,564
-1,865
-5% -$220K 0.13% 122
2025
Q1 		$3.95M Sell
34,429
-12,360
-26% -$1.5M 0.14% 125
2024
Q4 		$5.69M Sell
46,789
-16,301
-26% -$2M 0.2% 103
2024
Q3 		$7.59M Sell
63,090
-6,595
-9% -$761K 0.28% 81
2024
Q2 		$7.83M Buy
69,685
+534
+0.8% +$57.9K 0.39% 50
2024
Q1 		$7.55M Sell
69,151
-1,145
-2% -$119K 0.4% 46
2023
Q4 		$7.07M Buy
70,296
+2,366
+3% +$221K 0.43% 42
2023
Q3 		$6.14M Buy
67,930
+10,241
+18% +$964K 0.41% 47
2023
Q2 		$5.4M Buy
57,689
+27,039
+88% +$2.4M 0.38% 61
2023
Q1 		$2.69M Sell
30,650
-702
-2% -$60.3K 0.21% 102
2022
Q4 		$2.58M Buy
31,352
+8,705
+38% +$717K 0.25% 91
2022
Q3 		$1.72M Sell
22,647
-2,692
-11% -$229K 0.18% 106
2022
Q2 		$2.04M Buy
25,339
+1,898
+8% +$167K 0.19% 103
2022
Q1 		$2.27M Buy
23,441
+19,053
+434% +$1.85M 0.19% 102
2021
Q4 		$466K Buy
+4,388
New +$451K 0.04% 263

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

Robertson Stephens Wealth Management's SUSA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.75% in Q2 2026, selling an estimated $31.3K and leaving 27,952 shares worth $4.31M. The position accounts for 0.11% of the portfolio, ranked #137.

Robertson Stephens Wealth Management first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.83M in Q2 2024. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Robertson Stephens Wealth Management held 27,952 shares of iShares ESG Optimized MSCI USA ETF worth $4.31M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 212 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $31.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $7.83M in Q2 2024.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.