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Transce3nd’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Transce3nd’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
-266
Closed -$33.7K – 1030
2025
Q2 		$33.7K Buy
266
+5
+2% +$590 0.01% 362
2025
Q1 		$30K Sell
261
-75
-22% -$9.09K 0.01% 371
2024
Q4 		$40.9K Buy
+336
New +$41.2K 0.01% 415

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

Transce3nd's SUSA Position: Q3 2025 in Review

Transce3nd sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 266 shares — an estimated $33.7K sold.

Transce3nd first reported a position in SUSA in Q4 2024 and held it in 3 quarters. The position peaked at $40.9K in Q4 2024. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Transce3nd reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 266 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $33.7K.
  • Transce3nd first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares ESG Optimized MSCI USA ETF position peaked at $40.9K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.