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

StoneX 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	–	Sell	-1,701	Closed	-$225K	–	1563
2026 Q1	$225K	Buy	+1,701	New	+$236K	0.01%	701
2025 Q3	–	Sell	-2,331	Closed	-$295K	–	1011
2025 Q2	$295K	Buy	+2,331	New	+$275K	0.01%	669
2023 Q1	–	Sell	-7,527	Closed	-$620K	–	797
2022 Q4	$620K	Buy	7,527 +4,198	+126%	+$346K	0.07%	245
2022 Q3	$253K	Sell	3,329 -1,428	-30%	-$121K	0.03%	397
2022 Q2	$384K	Buy	4,757 +1,452	+44%	+$127K	0.05%	353
2022 Q1	$320K	Hold	3,305	–	–	0.03%	456
2021 Q4	$351K	Buy	3,305 +793	+32%	+$81.5K	0.04%	367
2021 Q3	$241K	Hold	2,512	–	–	0.03%	420
2021 Q2	$240K	Buy	+2,512	New	+$232K	0.04%	411

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

StoneX Group's SUSA Position: Q2 2026 in Review

StoneX Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 1,701 shares — an estimated $225K sold.

StoneX Group first reported a position in SUSA in Q2 2021 and held it in 9 quarters. The position peaked at $620K in Q4 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

StoneX Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 1,701 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $225K.
StoneX Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and held it in 9 quarters.
StoneX Group's iShares ESG Optimized MSCI USA ETF position peaked at $620K in Q4 2022.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.