SS
SUSA icon

SBI Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SBI Securities’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 		$228K Sell
1,479
-38
-3% -$5.61K 0.01% 621
2026
Q1 		$200K Buy
1,517
+35
+2% +$4.85K 0.01% 623
2025
Q4 		$207K Sell
1,482
-32
-2% -$4.42K 0.01% 620
2025
Q3 		$205K Buy
1,514
+429
+40% +$56K 0.01% 612
2025
Q2 		$138K Sell
1,085
-190
-15% -$22.4K ﹤0.01% 708
2025
Q1 		$146K Sell
1,275
-4
-0.3% -$485 ﹤0.01% 619
2024
Q4 		$156K Buy
+1,279
New +$157K ﹤0.01% 618

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

SBI Securities's SUSA Position: Q2 2026 in Review

SBI Securities reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.5% in Q2 2026, selling an estimated $5.61K and leaving 1,479 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #621.

SBI Securities first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SBI Securities held 1,479 shares of iShares ESG Optimized MSCI USA ETF worth $228K as of Q2 2026.
  • SBI Securities sold 38 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.61K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #621 holding.
  • SBI Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.