Sandy Spring Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sandy Spring Bank’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
2025 Q1	$180K	Buy	1,565 +733	+88%	+$88.9K	0.01%	379
2024 Q4	$101K	Buy	832 +2	+0.2%	+$245	﹤0.01%	454
2024 Q3	$99.9K	Hold	830	–	–	﹤0.01%	457
2024 Q2	$93.3K	Sell	830 -8	-1%	-$867	﹤0.01%	464
2024 Q1	$91.5K	Hold	838	–	–	﹤0.01%	478
2023 Q4	$84.3K	Hold	838	–	–	﹤0.01%	475
2023 Q3	$75.4K	Hold	838	–	–	﹤0.01%	479
2023 Q2	$78.5K	Hold	838	–	–	﹤0.01%	460
2023 Q1	$73.6K	Hold	838	–	–	﹤0.01%	470
2022 Q4	$69K	Hold	838	–	–	﹤0.01%	476
2022 Q3	$64K	Buy	838 +8	+1%	+$680	﹤0.01%	471
2022 Q2	$67K	Hold	830	–	–	﹤0.01%	463
2022 Q1	$80K	Hold	830	–	–	﹤0.01%	457
2021 Q4	$88K	Buy	+830	New	+$85.3K	﹤0.01%	465

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sandy Spring Bank's SUSA Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 88% in Q1 2025, buying an estimated $88.9K and bringing the position to 1,565 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #379.

Sandy Spring Bank first reported a position in SUSA in Q4 2021 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

Sandy Spring Bank held 1,565 shares of iShares ESG Optimized MSCI USA ETF worth $180K as of Q1 2025.
Sandy Spring Bank bought 733 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $88.9K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #379 holding.
Sandy Spring Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.