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Sound Stewardship’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sound Stewardship’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 		$498K Hold
3,226
– – 0.21% 43
2026
Q1 		$426K Hold
3,226
– – 0.2% 47
2025
Q4 		$449K Sell
3,226
-158
-5% -$21.8K 0.22% 45
2025
Q3 		$459K Buy
3,384
+1
+0% +$131 0.22% 43
2025
Q2 		$429K Sell
3,383
-5,149
-60% -$607K 0.22% 44
2025
Q1 		$980K Sell
8,532
-1,688
-17% -$205K 0.56% 30
2024
Q4 		$1.24M Sell
10,220
-76
-0.7% -$9.32K 0.74% 25
2024
Q3 		$1.24M Sell
10,296
-295
-3% -$34K 0.7% 26
2024
Q2 		$1.19M Sell
10,591
-521
-5% -$56.5K 0.72% 26
2024
Q1 		$1.21M Buy
11,112
+190
+2% +$19.8K 0.74% 26
2023
Q4 		$1.1M Sell
10,922
-1,222
-10% -$114K 0.73% 32
2023
Q3 		$1.09M Hold
12,144
– – 0.73% 34
2023
Q2 		$1.14M Buy
12,144
+10
+0.1% +$888 0.75% 33
2023
Q1 		$1.06M Sell
12,134
-74
-0.6% -$6.36K 0.72% 33
2022
Q4 		$1M Buy
+12,208
New +$1.01M 0.74% 33

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

Sound Stewardship's SUSA Position: Q2 2026 in Review

Sound Stewardship held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 3,226 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #43.

Sound Stewardship first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q4 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sound Stewardship held 3,226 shares of iShares ESG Optimized MSCI USA ETF worth $498K as of Q2 2026.
  • Sound Stewardship left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.21% of Sound Stewardship's portfolio in Q2 2026, its #43 holding.
  • Sound Stewardship first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Sound Stewardship's iShares ESG Optimized MSCI USA ETF position peaked at $1.24M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.