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Thurston Springer Miller Herd & Titak’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025
Q3 		– Sell
-207
Closed -$26.2K – 1265
2025
Q2 		$26.2K Hold
207
– – ﹤0.01% 852
2025
Q1 		$23.8K Buy
+207
New +$25.1K ﹤0.01% 824

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's SUSA Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 207 shares — an estimated $26.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in SUSA in Q1 2025 and held it in 2 quarters. The position peaked at $26.2K in Q2 2025. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 207 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $26.2K.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's iShares ESG Optimized MSCI USA ETF position peaked at $26.2K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.