TIAA Trust, National Association
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TIAA Trust, National Association’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

TIAA Trust, National Association’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 		– Sell
-13,961
Closed -$1.95M – 633
2025
Q4 		$1.95M Sell
13,961
-328
-2% -$45.3K ﹤0.01% 309
2025
Q3 		$1.94M Buy
14,289
+445
+3% +$58.1K ﹤0.01% 309
2025
Q2 		$1.75M Sell
13,844
-1,340
-9% -$158K ﹤0.01% 316
2025
Q1 		$1.74M Buy
15,184
+2,413
+19% +$293K 0.01% 305
2024
Q4 		$1.55M Sell
12,771
-25
-0.2% -$3.07K ﹤0.01% 319
2024
Q3 		$1.54M Sell
12,796
-60
-0.5% -$6.92K ﹤0.01% 319
2024
Q2 		$1.44M Hold
12,856
– – ﹤0.01% 308
2024
Q1 		$1.4M Sell
12,856
-286
-2% -$29.8K ﹤0.01% 308
2023
Q4 		$1.32M Sell
13,142
-274
-2% -$25.6K ﹤0.01% 298
2023
Q3 		$1.21M Buy
+13,416
New +$1.26M ﹤0.01% 299

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
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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

TIAA Trust, National Association's SUSA Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 13,961 shares — an estimated $1.95M sold.

TIAA Trust, National Association first reported a position in SUSA in Q3 2023 and held it in 10 quarters. The position peaked at $1.95M in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • TIAA Trust, National Association reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 13,961 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $1.95M.
  • TIAA Trust, National Association first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's iShares ESG Optimized MSCI USA ETF position peaked at $1.95M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.