SCM
SUSA icon

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

SCS Capital 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 		$754K Sell
4,886
-98
-2% -$14.5K 0.01% 322
2026
Q1 		$658K Sell
4,984
-97
-2% -$13.4K 0.01% 319
2025
Q4 		$708K Hold
5,081
– – 0.01% 323
2025
Q3 		$689K Buy
5,081
+1
+0% +$131 0.01% 330
2025
Q2 		$644K Sell
5,080
-203
-4% -$23.9K 0.01% 340
2025
Q1 		$607K Buy
+5,283
New +$640K 0.01% 320

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

SCS Capital Management's SUSA Position: Q2 2026 in Review

SCS Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, selling an estimated $14.5K and leaving 4,886 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #322.

SCS Capital Management first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SCS Capital Management held 4,886 shares of iShares ESG Optimized MSCI USA ETF worth $754K as of Q2 2026.
  • SCS Capital Management sold 98 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $14.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #322 holding.
  • SCS Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.