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

Smartleaf 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
2026 Q2	$87.9K	Hold	574	–	–	﹤0.01%	1238
2026 Q1	$73.8K	Sell	574 -2,525	-81%	-$350K	﹤0.01%	1262
2025 Q4	$435K	Buy	3,099 +2,633	+565%	+$364K	0.02%	563
2025 Q3	$63K	Hold	466	–	–	﹤0.01%	1287
2025 Q2	$58.7K	Sell	466 -48	-9%	-$5.66K	0.01%	1101
2025 Q1	$58.7K	Buy	+514	New	+$62.3K	0.01%	1070
2024 Q2	–	Sell	-658	Closed	-$71.8K	–	2762
2024 Q1	$71.8K	Sell	658 -1,883	-74%	-$196K	0.01%	599
2023 Q4	$256K	Buy	+2,541	New	+$237K	0.07%	282

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smartleaf Asset Management's SUSA Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 574 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Smartleaf Asset Management first reported a position in SUSA in Q4 2023 and has held it in 8 quarters since. The position peaked at $435K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Smartleaf Asset Management held 574 shares of iShares ESG Optimized MSCI USA ETF worth $87.9K as of Q2 2026.
Smartleaf Asset Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1238 holding.
Smartleaf Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 8 quarters since.
Smartleaf Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $435K in Q4 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.