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

Stewardship Advisors’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 		$19.3M Buy
125,349
+7,554
+6% +$1.12M 4.02% 5
2026
Q1 		$15.6M Buy
117,795
+5,727
+5% +$794K 3.58% 7
2025
Q4 		$15.6M Buy
112,068
+24,553
+28% +$3.39M 3.61% 6
2025
Q3 		$11.9M Sell
87,515
-5,597
-6% -$731K 2.81% 11
2025
Q2 		$11.8M Sell
93,112
-1,831
-2% -$216K 2.99% 10
2025
Q1 		$10.9M Sell
94,943
-9,070
-9% -$1.1M 2.95% 11
2024
Q4 		$12.6M Buy
104,013
+26,877
+35% +$3.3M 3.51% 6
2024
Q3 		$9.28M Sell
77,136
-39
-0.1% -$4.5K 2.62% 9
2024
Q2 		$8.67M Sell
77,175
-30,380
-28% -$3.29M 2.87% 7
2024
Q1 		$11.7M Sell
107,555
-428
-0.4% -$44.6K 4.02% 5
2023
Q4 		$10.9M Buy
107,983
+23,685
+28% +$2.21M 3.91% 10
2023
Q3 		$7.58M Buy
84,298
+16,511
+24% +$1.55M 2.96% 12
2023
Q2 		$6.35M Buy
67,787
+7,798
+13% +$693K 2.39% 18
2023
Q1 		$5.27M Buy
59,989
+17,801
+42% +$1.53M 2.02% 20
2022
Q4 		$3.47M Sell
42,188
-28,992
-41% -$2.39M 1.4% 23
2022
Q3 		$5.4M Sell
71,180
-13,061
-16% -$1.11M 2.34% 17
2022
Q2 		$6.8M Buy
84,241
+3,844
+5% +$337K 2.86% 11
2022
Q1 		$7.79M Buy
80,397
+4,813
+6% +$466K 2.87% 11
2021
Q4 		$8.03M Sell
75,584
-18,549
-20% -$1.91M 2.89% 13
2021
Q3 		$9.03M Buy
94,133
+30,694
+48% +$3.03M 3.42% 7
2021
Q2 		$6.06M Buy
63,439
+369
+0.6% +$34.1K 2.27% 18
2021
Q1 		$5.54M Buy
63,070
+3,533
+6% +$301K 2.18% 14
2020
Q4 		$4.9M Buy
+59,537
New +$4.65M 2% 15

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

Stewardship Advisors's SUSA Position: Q2 2026 in Review

Stewardship Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 6.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 125,349 shares worth $19.3M. The position accounts for 4.02% of the portfolio, ranked #5.

Stewardship Advisors first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Stewardship Advisors held 125,349 shares of iShares ESG Optimized MSCI USA ETF worth $19.3M as of Q2 2026.
  • Stewardship Advisors bought 7,554 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.12M.
  • iShares ESG Optimized MSCI USA ETF made up 4.02% of Stewardship Advisors's portfolio in Q2 2026, its #5 holding.
  • Stewardship Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.