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Simmons Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Simmons Bank’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 		$3.44M Hold
22,310
– – 0.2% 110
2026
Q1 		$2.95M Sell
22,310
-1,620
-7% -$225K 0.2% 122
2025
Q4 		$3.33M Sell
23,930
-203
-0.8% -$28K 0.22% 103
2025
Q3 		$3.27M Buy
24,133
+52
+0.2% +$6.79K 0.22% 108
2025
Q2 		$3.05M Hold
24,081
– – 0.22% 111
2025
Q1 		$2.77M Hold
24,081
– – 0.21% 112
2024
Q4 		$2.93M Sell
24,081
-67
-0.3% -$8.22K 0.21% 108
2024
Q3 		$2.91M Hold
24,148
– – 0.21% 110
2024
Q2 		$2.71M Hold
24,148
– – 0.2% 111
2024
Q1 		$2.64M Sell
24,148
-960
-4% -$100K 0.2% 114
2023
Q4 		$2.52M Hold
25,108
– – 0.21% 113
2023
Q3 		$2.26M Buy
25,108
+277
+1% +$26.1K 0.2% 112
2023
Q2 		$2.33M Sell
24,831
-9,964
-29% -$885K 0.2% 114
2023
Q1 		$3.05M Buy
34,795
+585
+2% +$50.3K 0.26% 94
2022
Q4 		$2.82M Hold
34,210
– – 0.24% 100
2022
Q3 		$2.6M Hold
34,210
– – 0.24% 101
2022
Q2 		$2.76M Buy
34,210
+400
+1% +$35.1K 0.24% 99
2022
Q1 		$3.27M Buy
33,810
+9,959
+42% +$965K 0.25% 98
2021
Q4 		$2.53M Buy
23,851
+182
+0.8% +$18.7K 0.18% 127
2021
Q3 		$2.27M Buy
23,669
+1,454
+7% +$144K 0.16% 132
2021
Q2 		$2.12M Buy
+22,215
New +$2.05M 0.15% 131

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

Simmons Bank's SUSA Position: Q2 2026 in Review

Simmons Bank held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 22,310 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #110.

Simmons Bank first reported a position in SUSA in Q2 2021 and has held it in 21 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Simmons Bank held 22,310 shares of iShares ESG Optimized MSCI USA ETF worth $3.44M as of Q2 2026.
  • Simmons Bank left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.2% of Simmons Bank's portfolio in Q2 2026, its #110 holding.
  • Simmons Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.