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

UBS Group’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 		$51.9M Sell
336,349
-14,034
-4% -$2.07M 0.01% 1709
2026
Q1 		$46.3M Sell
350,383
-25,381
-7% -$3.52M 0.01% 1722
2025
Q4 		$52.4M Sell
375,764
-76,268
-17% -$10.5M 0.01% 1573
2025
Q3 		$61.3M Sell
452,032
-37,615
-8% -$4.91M 0.01% 1419
2025
Q2 		$62.1M Sell
489,647
-36,971
-7% -$4.36M 0.01% 1315
2025
Q1 		$60.5M Sell
526,618
-26,154
-5% -$3.17M 0.01% 1315
2024
Q4 		$67.2M Sell
552,772
-29,434
-5% -$3.61M 0.01% 1207
2024
Q3 		$70.1M Sell
582,206
-3,434
-0.6% -$396K 0.02% 930
2024
Q2 		$65.8M Sell
585,640
-13,010
-2% -$1.41M 0.02% 863
2024
Q1 		$65.4M Sell
598,650
-14,229
-2% -$1.48M 0.02% 873
2023
Q4 		$61.6M Sell
612,879
-36,044
-6% -$3.36M 0.02% 852
2023
Q3 		$58.4M Sell
648,923
-3,172
-0.5% -$299K 0.02% 748
2023
Q2 		$61.1M Sell
652,095
-31,746
-5% -$2.82M 0.02% 720
2023
Q1 		$60M Sell
683,841
-30,577
-4% -$2.63M 0.02% 688
2022
Q4 		$58.8M Sell
714,418
-13,575
-2% -$1.12M 0.02% 721
2022
Q3 		$55.3M Buy
727,993
+7,983
+1% +$679K 0.02% 649
2022
Q2 		$58.1M Buy
720,010
+3,053
+0.4% +$268K 0.02% 650
2022
Q1 		$69.4M Sell
716,957
-29,226
-4% -$2.83M 0.02% 677
2021
Q4 		$79.3M Buy
746,183
+80,259
+12% +$8.25M 0.02% 703
2021
Q3 		$63.9M Sell
665,924
-10,448
-2% -$1.03M 0.02% 739
2021
Q2 		$64.6M Sell
676,372
-67,490
-9% -$6.24M 0.02% 709
2021
Q1 		$65.3M Buy
743,862
+125,483
+20% +$10.7M 0.02% 688
2020
Q4 		$50.9M Buy
618,379
+21,195
+4% +$1.66M 0.02% 774
2020
Q3 		$43.9M Buy
597,184
+2,114
+0.4% +$153K 0.02% 709
2020
Q2 		$39.8M Buy
595,070
+45,890
+8% +$2.87M 0.02% 709
2020
Q1 		$30.1M Buy
549,180
+118,308
+27% +$7.58M 0.01% 775
2019
Q4 		$28.9M Buy
430,872
+81,022
+23% +$5.18M 0.01% 1122
2019
Q3 		$21.6M Buy
349,850
+9,306
+3% +$570K 0.01% 1178
2019
Q2 		$20.8M Buy
340,544
+148,104
+77% +$8.86M 0.01% 1195
2019
Q1 		$11.4M Sell
192,440
-23,642
-11% -$1.33M ﹤0.01% 1572
2018
Q4 		$11.1M Buy
216,082
+25,720
+14% +$1.43M 0.01% 1483
2018
Q3 		$11.4M Sell
190,362
-4,650
-2% -$273K ﹤0.01% 1668
2018
Q2 		$11M Sell
195,012
-2,340
-1% -$132K ﹤0.01% 1658
2018
Q1 		$10.9M Buy
197,352
+17,308
+10% +$985K ﹤0.01% 1607
2017
Q4 		$10M Sell
180,044
-912
-0.5% -$49.4K ﹤0.01% 1716
2017
Q3 		$9.46M Buy
180,956
+7,910
+5% +$410K ﹤0.01% 1660
2017
Q2 		$8.85M Buy
173,046
+11,126
+7% +$559K ﹤0.01% 1644
2017
Q1 		$7.95M Buy
161,920
+12,042
+8% +$578K ﹤0.01% 1688
2016
Q4 		$6.89M Buy
149,878
+34,436
+30% +$1.56M ﹤0.01% 1798
2016
Q3 		$5.25M Buy
115,442
+8,784
+8% +$396K ﹤0.01% 1975
2016
Q2 		$4.61M Buy
106,658
+10,220
+11% +$439K ﹤0.01% 2019
2016
Q1 		$4.1M Sell
96,438
-21,628
-18% -$864K ﹤0.01% 2044
2015
Q4 		$4.92M Sell
118,066
-11,642
-9% -$489K ﹤0.01% 1979
2015
Q3 		$5.11M Buy
129,708
+14,422
+13% +$600K ﹤0.01% 1902
2015
Q2 		$4.91M Sell
115,286
-2,884
-2% -$126K ﹤0.01% 2100
2015
Q1 		$5.07M Buy
118,170
+8,304
+8% +$356K ﹤0.01% 2059
2014
Q4 		$4.73M Buy
+109,866
New +$4.61M ﹤0.01% 2134

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 29.2% 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

UBS Group's SUSA Position: Q2 2026 in Review

UBS Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4% in Q2 2026, selling an estimated $2.07M and leaving 336,349 shares worth $51.9M. The position accounts for 0.01% of the portfolio, ranked #1709.

UBS Group first reported a position in SUSA in Q4 2014 and has held it in 47 quarters since. The position peaked at $79.3M in Q4 2021. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • UBS Group held 336,349 shares of iShares ESG Optimized MSCI USA ETF worth $51.9M as of Q2 2026.
  • UBS Group sold 14,034 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2.07M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1709 holding.
  • UBS Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares ESG Optimized MSCI USA ETF position peaked at $79.3M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.