Thrivent Financial for Lutherans’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $700K | Sell |
4,536
-797
| -15% | -$118K | ﹤0.01% | 2161 |
|
|
2026
Q1 | $704K | Buy |
5,333
+165
| +3% | +$22.9K | ﹤0.01% | 2071 |
|
|
2025
Q4 | $720K | Buy |
5,168
+1,779
| +52% | +$246K | ﹤0.01% | 2116 |
|
|
2025
Q3 | $460K | Sell |
3,389
-7
| -0.2% | -$914 | ﹤0.01% | 2110 |
|
|
2025
Q2 | $430K | Sell |
3,396
-2,693
| -44% | -$318K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $699K | Buy |
6,089
+318
| +6% | +$38.6K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $702K | Buy |
5,771
+248
| +4% | +$30.4K | ﹤0.01% | 2096 |
|
|
2024
Q3 | $665K | Sell |
5,523
-255
| -4% | -$29.4K | ﹤0.01% | 2127 |
|
|
2024
Q2 | $649K | Sell |
5,778
-74
| -1% | -$8.02K | ﹤0.01% | 2102 |
|
|
2024
Q1 | $639K | Buy |
5,852
+3,463
| +145% | +$361K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $240K | Sell |
2,389
-418
| -15% | -$39K | ﹤0.01% | 2402 |
|
|
2023
Q3 | $253K | Buy |
2,807
+415
| +17% | +$39.1K | ﹤0.01% | 2348 |
|
|
2023
Q2 | $224K | Buy |
2,392
+5
| +0.2% | +$444 | ﹤0.01% | 2387 |
|
|
2023
Q1 | $209K | Sell |
2,387
-2,206
| -48% | -$190K | ﹤0.01% | 2378 |
|
|
2022
Q4 | $378K | Sell |
4,593
-9
| -0.2% | -$741 | ﹤0.01% | 2201 |
|
|
2022
Q3 | $349K | Sell |
4,602
-3,428
| -43% | -$292K | ﹤0.01% | 2189 |
|
|
2022
Q2 | $648K | Buy |
8,030
+293
| +4% | +$25.7K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $749K | Buy |
+7,737
| New | +$750K | ﹤0.01% | 1991 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1984 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1924 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1973 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2064 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2054 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1968 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2197 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2094 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2123 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2140 |
|
|
2017
Q4 | – | Sell |
-1,838
| Closed | -$96K | – | 2270 |
|
|
2017
Q3 | $96K | Hold |
1,838
| – | – | ﹤0.01% | 1932 |
|
|
2017
Q2 | $94K | Sell |
1,838
-262
| -12% | -$13.2K | ﹤0.01% | 1896 |
|
|
2017
Q1 | $98K | Hold |
2,100
| – | – | ﹤0.01% | 1870 |
|
|
2016
Q4 | $98K | Hold |
2,100
| – | – | ﹤0.01% | 1861 |
|
|
2016
Q3 | $95K | Hold |
2,100
| – | – | ﹤0.01% | 1879 |
|
|
2016
Q2 | $92K | Hold |
2,100
| – | – | ﹤0.01% | 1873 |
|
|
2016
Q1 | $89K | Sell |
2,100
-400
| -16% | -$16K | ﹤0.01% | 1842 |
|
|
2015
Q4 | $104K | Hold |
2,500
| – | – | ﹤0.01% | 1826 |
|
|
2015
Q3 | $104K | Hold |
2,500
| – | – | ﹤0.01% | 1697 |
|
|
2015
Q2 | $106K | Hold |
2,500
| – | – | ﹤0.01% | 1680 |
|
|
2015
Q1 | $108K | Hold |
2,500
| – | – | ﹤0.01% | 1661 |
|
|
2014
Q4 | $108K | Hold |
2,500
| – | – | ﹤0.01% | 1673 |
|
|
2014
Q3 | $102K | Buy |
+2,500
| New | +$103K | ﹤0.01% | 1688 |
|
Other funds holding SUSA
ST
IAS
Thrivent Financial for Lutherans's SUSA Position: Q2 2026 in Review
Thrivent Financial for Lutherans reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 15% in Q2 2026, selling an estimated $118K and leaving 4,536 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.
Thrivent Financial for Lutherans first reported a position in SUSA in Q3 2014 and has held it in 31 quarters since. The position peaked at $749K in Q1 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- Thrivent Financial for Lutherans held 4,536 shares of iShares ESG Optimized MSCI USA ETF worth $700K as of Q2 2026.
- Thrivent Financial for Lutherans sold 797 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $118K.
- iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #2161 holding.
- Thrivent Financial for Lutherans first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2014 and has held it in 31 quarters since.
- Thrivent Financial for Lutherans's iShares ESG Optimized MSCI USA ETF position peaked at $749K in Q1 2022.
- 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.