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

Summit 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
Q2 		$240K Sell
1,558
-185
-11% -$27.3K ﹤0.01% 1434
2026
Q1 		$230K Sell
1,743
-1
-0.1% -$139 ﹤0.01% 1298
2025
Q4 		$243K Buy
1,744
+4
+0.2% +$552 ﹤0.01% 1167
2025
Q3 		$236K Buy
1,740
+108
+7% +$14.1K ﹤0.01% 1151
2025
Q2 		$207K Buy
+1,632
New +$192K ﹤0.01% 777

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 29.18% 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

Summit Financial's SUSA Position: Q2 2026 in Review

Summit Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 11% in Q2 2026, selling an estimated $27.3K and leaving 1,558 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Summit Financial first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Summit Financial held 1,558 shares of iShares ESG Optimized MSCI USA ETF worth $240K as of Q2 2026.
  • Summit Financial sold 185 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $27.3K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1434 holding.
  • Summit Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's iShares ESG Optimized MSCI USA ETF position peaked at $243K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.