Stifel Financial
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Stifel Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stifel Financial’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
Q1 		$3.94M Buy
29,852
+708
+2% +$98.2K ﹤0.01% 1497
2025
Q4 		$4.06M Buy
29,144
+29
+0.1% +$4K ﹤0.01% 1448
2025
Q3 		$3.95M Buy
29,115
+33
+0.1% +$4.31K ﹤0.01% 1425
2025
Q2 		$3.69M Sell
29,082
-1,813
-6% -$214K ﹤0.01% 1431
2025
Q1 		$3.55M Sell
30,895
-906
-3% -$110K ﹤0.01% 1375
2024
Q4 		$3.87M Sell
31,801
-1,417
-4% -$174K ﹤0.01% 1346
2024
Q3 		$4M Sell
33,218
-1,696
-5% -$196K ﹤0.01% 1326
2024
Q2 		$3.92M Sell
34,914
-9,558
-21% -$1.04M ﹤0.01% 1274
2024
Q1 		$4.85M Sell
44,472
-5,364
-11% -$559K 0.01% 1161
2023
Q4 		$5.01M Buy
49,836
+3,556
+8% +$332K 0.01% 1094
2023
Q3 		$4.16M Buy
46,280
+5,469
+13% +$515K 0.01% 1131
2023
Q2 		$3.82M Buy
40,811
+32,166
+372% +$2.86M 0.01% 1207
2023
Q1 		$759K Sell
8,645
-1,355
-14% -$116K ﹤0.01% 2246
2022
Q4 		$823K Sell
10,000
-5,973
-37% -$492K ﹤0.01% 2146
2022
Q3 		$1.21M Sell
15,973
-475
-3% -$40.4K ﹤0.01% 1827
2022
Q2 		$1.33M Sell
16,448
-865
-5% -$75.9K ﹤0.01% 1794
2022
Q1 		$1.68M Sell
17,313
-4,011
-19% -$389K ﹤0.01% 1741
2021
Q4 		$2.27M Buy
21,324
+2,898
+16% +$298K ﹤0.01% 1520
2021
Q3 		$1.77M Buy
18,426
+665
+4% +$65.7K ﹤0.01% 1662
2021
Q2 		$1.7M Buy
17,761
+1,573
+10% +$145K ﹤0.01% 1730
2021
Q1 		$1.42M Buy
16,188
+5,424
+50% +$463K ﹤0.01% 1748
2020
Q4 		$886K Buy
10,764
+2,610
+32% +$204K ﹤0.01% 1930
2020
Q3 		$600K Sell
8,154
-3,784
-32% -$273K ﹤0.01% 1975
2020
Q2 		$798K Buy
11,938
+338
+3% +$21.1K ﹤0.01% 1720
2020
Q1 		$635K Buy
11,600
+2,662
+30% +$171K ﹤0.01% 1712
2019
Q4 		$603K Sell
8,938
-4,372
-33% -$280K ﹤0.01% 2144
2019
Q3 		$822K Buy
13,310
+66
+0.5% +$4.04K ﹤0.01% 1874
2019
Q2 		$808K Buy
13,244
+212
+2% +$12.7K ﹤0.01% 1933
2019
Q1 		$771K Sell
13,032
-3,314
-20% -$187K ﹤0.01% 1818
2018
Q4 		$843K Sell
16,346
-23,542
-59% -$1.31M ﹤0.01% 1642
2018
Q3 		$2.38M Buy
39,888
+3,950
+11% +$232K 0.01% 1166
2018
Q2 		$2.02M Buy
35,938
+1,426
+4% +$80.3K 0.01% 1207
2018
Q1 		$1.91M Buy
34,512
+26,382
+325% +$1.5M 0.01% 1187
2017
Q4 		$449K Sell
8,130
-40
-0.5% -$2.17K ﹤0.01% 1975
2017
Q3 		$428K Buy
8,170
+170
+2% +$8.8K ﹤0.01% 1976
2017
Q2 		$409K Buy
8,000
+446
+6% +$22.4K ﹤0.01% 1976
2017
Q1 		$370K Buy
7,554
+552
+8% +$26.5K ﹤0.01% 1987
2016
Q4 		$323K Buy
7,002
+1,140
+19% +$51.7K ﹤0.01% 2003
2016
Q3 		$267K Buy
5,862
+712
+14% +$32.1K ﹤0.01% 2040
2016
Q2 		$223K Buy
5,150
+2
+0% +$86 ﹤0.01% 2205
2016
Q1 		$219K Buy
5,148
+2
+0% +$80 ﹤0.01% 1965
2015
Q4 		$215K Sell
5,146
-1,936
-27% -$81.3K ﹤0.01% 2076
2015
Q3 		$279K Hold
7,082
– – ﹤0.01% 1862
2015
Q2 		$301K Buy
7,082
+2
+0% +$87 ﹤0.01% 1955
2015
Q1 		$304K Sell
7,080
-21,692
-75% -$930K ﹤0.01% 1893
2014
Q4 		$1.24M Buy
28,772
+22,930
+393% +$962K 0.01% 1152
2014
Q3 		$240K Hold
5,842
– – ﹤0.01% 1913
2014
Q2 		$240K Buy
5,842
+260
+5% +$10.3K ﹤0.01% 1902
2014
Q1 		$218K Buy
+5,582
New +$214K ﹤0.01% 1885

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stifel Financial's SUSA Position: Q1 2026 in Review

Stifel Financial increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.4% in Q1 2026, buying an estimated $98.2K and bringing the position to 29,852 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Stifel Financial first reported a position in SUSA in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.01M in Q4 2023. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Stifel Financial held 29,852 shares of iShares ESG Optimized MSCI USA ETF worth $3.94M as of Q1 2026.
  • Stifel Financial bought 708 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $98.2K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1497 holding.
  • Stifel Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares ESG Optimized MSCI USA ETF position peaked at $5.01M in Q4 2023.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.