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Sherman Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sherman Asset 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
2025
Q2 		– Sell
-3,404
Closed -$391K – 154
2025
Q1 		$391K Hold
3,404
– – 0.37% 40
2024
Q4 		$414K Buy
+3,404
New +$418K 0.38% 39

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Sherman Asset Management's SUSA Position: Q2 2025 in Review

Sherman Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 3,404 shares — an estimated $391K sold.

Sherman Asset Management first reported a position in SUSA in Q4 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2024. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Sherman Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Sherman Asset Management sold 3,404 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $391K.
  • Sherman Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Sherman Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $414K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Sherman Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.