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Sharper & Granite’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sharper & Granite’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 		$655K Buy
4,247
+37
+0.9% +$5.46K 0.2% 76
2026
Q1 		$556K Sell
4,210
-142
-3% -$19.7K 0.19% 76
2025
Q4 		$606K Buy
4,352
+105
+2% +$14.5K 0.21% 76
2025
Q3 		$576K Sell
4,247
-2,110
-33% -$276K 0.21% 75
2025
Q2 		$809K Sell
6,357
-602
-9% -$71K 0.31% 71
2025
Q1 		$799K Buy
6,959
+180
+3% +$21.8K 0.33% 65
2024
Q4 		$824K Buy
6,779
+270
+4% +$33.1K 0.36% 69
2024
Q3 		$783K Buy
6,509
+55
+0.9% +$6.34K 0.35% 68
2024
Q2 		$725K Sell
6,454
-65
-1% -$7.04K 0.35% 67
2024
Q1 		$701K Sell
6,519
-304
-4% -$31.7K 0.34% 68
2023
Q4 		$686K Buy
6,823
+940
+16% +$87.7K 0.35% 68
2023
Q3 		$529K Buy
5,883
+40
+0.7% +$3.76K 0.31% 68
2023
Q2 		$547K Sell
5,843
-40
-0.7% -$3.55K 0.32% 70
2023
Q1 		$516K Buy
5,883
+450
+8% +$38.7K 0.31% 70
2022
Q4 		$447K Buy
+5,433
New +$448K 0.3% 70

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

Sharper & Granite's SUSA Position: Q2 2026 in Review

Sharper & Granite increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.88% in Q2 2026, buying an estimated $5.46K and bringing the position to 4,247 shares worth $655K. The position accounts for 0.2% of the portfolio, ranked #76.

Sharper & Granite first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $824K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sharper & Granite held 4,247 shares of iShares ESG Optimized MSCI USA ETF worth $655K as of Q2 2026.
  • Sharper & Granite bought 37 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.46K.
  • iShares ESG Optimized MSCI USA ETF made up 0.2% of Sharper & Granite's portfolio in Q2 2026, its #76 holding.
  • Sharper & Granite first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's iShares ESG Optimized MSCI USA ETF position peaked at $824K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.