Sand Hill Global Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sand Hill Global Advisors’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	$469K	Hold	3,038	–	–	0.01%	157
2026 Q1	$401K	Hold	3,038	–	–	0.01%	154
2025 Q4	$423K	Hold	3,038	–	–	0.01%	155
2025 Q3	$412K	Hold	3,038	–	–	0.01%	156
2025 Q2	$385K	Hold	3,038	–	–	0.01%	159
2025 Q1	$349K	Hold	3,038	–	–	0.01%	161
2024 Q4	$369K	Hold	3,038	–	–	0.02%	153
2024 Q3	$366K	Buy	3,038 +116	+4%	+$13.4K	0.02%	153
2024 Q2	$328K	Hold	2,922	–	–	0.01%	154
2024 Q1	$319K	Sell	2,922 -188	-6%	-$19.6K	0.02%	137
2023 Q4	$313K	Hold	3,110	–	–	0.02%	138
2023 Q3	$280K	Sell	3,110 -353	-10%	-$33.2K	0.02%	135
2023 Q2	$324K	Hold	3,463	–	–	0.02%	133
2023 Q1	$304K	Sell	3,463 -178	-5%	-$15.3K	0.02%	139
2022 Q4	$300K	Sell	3,641 -610	-14%	-$50.2K	0.02%	140
2022 Q3	$323K	Buy	4,251 +1,439	+51%	+$122K	0.02%	136
2022 Q2	$227K	Buy	2,812 +111	+4%	+$9.74K	0.01%	148
2022 Q1	$262K	Hold	2,701	–	–	0.01%	137
2021 Q4	$287K	Buy	+2,701	New	+$278K	0.02%	132

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

Sand Hill Global Advisors's SUSA Position: Q2 2026 in Review

Sand Hill Global Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 3,038 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #157.

Sand Hill Global Advisors first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Sand Hill Global Advisors held 3,038 shares of iShares ESG Optimized MSCI USA ETF worth $469K as of Q2 2026.
Sand Hill Global Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #157 holding.
Sand Hill Global Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.