Savant Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Savant Capital’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	$439K	Hold	2,843	–	–	﹤0.01%	1293
2026 Q1	$376K	Buy	2,843 +1,098	+63%	+$152K	﹤0.01%	1057
2025 Q4	$243K	Sell	1,745 -1,613	-48%	-$223K	﹤0.01%	1185
2025 Q3	$455K	Sell	3,358 -377	-10%	-$49.2K	﹤0.01%	835
2025 Q2	$473K	Buy	3,735 +1,792	+92%	+$211K	﹤0.01%	766
2025 Q1	$223K	Hold	1,943	–	–	﹤0.01%	958
2024 Q4	$236K	Hold	1,943	–	–	﹤0.01%	1238
2024 Q3	$234K	Sell	1,943 -1	-0.1%	-$115	﹤0.01%	1206
2024 Q2	$218K	Sell	1,944 -1	-0.1%	-$108	﹤0.01%	1103
2024 Q1	$212K	Buy	+1,945	New	+$203K	﹤0.01%	1014

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

Savant Capital's SUSA Position: Q2 2026 in Review

Savant Capital held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,843 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Savant Capital first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $473K in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Savant Capital held 2,843 shares of iShares ESG Optimized MSCI USA ETF worth $439K as of Q2 2026.
Savant Capital 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 Savant Capital's portfolio in Q2 2026, its #1293 holding.
Savant Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
Savant Capital's iShares ESG Optimized MSCI USA ETF position peaked at $473K in Q2 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.