Stanich Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stanich Group’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	$277K	Buy	1,793 +99	+6%	+$14.6K	0.17%	44
2026 Q1	$224K	Buy	1,694 +5	+0.3%	+$693	0.17%	41
2025 Q4	$235K	Buy	1,689 +4	+0.2%	+$552	0.18%	41
2025 Q3	$229K	Buy	1,685 +4	+0.2%	+$522	0.14%	52
2025 Q2	$214K	Sell	1,681 -325	-16%	-$38.3K	0.19%	37
2025 Q1	$230K	Sell	2,006 -902	-31%	-$109K	0.17%	47
2024 Q4	$354K	Buy	+2,908	New	+$357K	0.26%	39

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

Stanich Group's SUSA Position: Q2 2026 in Review

Stanich Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.8% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,793 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #44.

Stanich Group first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Stanich Group held 1,793 shares of iShares ESG Optimized MSCI USA ETF worth $277K as of Q2 2026.
Stanich Group bought 99 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $14.6K.
iShares ESG Optimized MSCI USA ETF made up 0.17% of Stanich Group's portfolio in Q2 2026, its #44 holding.
Stanich Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Stanich Group's iShares ESG Optimized MSCI USA ETF position peaked at $354K in Q4 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.