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Van Hulzen Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Van Hulzen Asset Management’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 		$262K Hold
1,695
– – 0.02% 339
2026
Q1 		$224K Hold
1,695
– – 0.02% 334
2025
Q4 		$236K Sell
1,695
-10
-0.6% -$1.38K 0.02% 300
2025
Q3 		$231K Hold
1,705
– – 0.02% 303
2025
Q2 		$216K Buy
+1,705
New +$201K 0.02% 297
2025
Q1 		– Sell
-1,705
Closed -$207K – 1010
2024
Q4 		$207K Sell
1,705
-622
-27% -$76.3K 0.02% 307
2024
Q3 		$280K Sell
2,327
-65
-3% -$7.5K 0.02% 266
2024
Q2 		$269K Sell
2,392
-28
-1% -$3.04K 0.02% 266
2024
Q1 		$264K Hold
2,420
– – 0.02% 279
2023
Q4 		$243K Sell
2,420
-39
-2% -$3.64K 0.02% 286
2023
Q3 		$221K Sell
2,459
-58
-2% -$5.46K 0.02% 283
2023
Q2 		$236K Buy
2,517
+58
+2% +$5.15K 0.02% 274
2023
Q1 		$216K Hold
2,459
– – 0.02% 271
2022
Q4 		$202K Buy
+2,459
New +$203K 0.02% 263
2022
Q3 		– Sell
-2,528
Closed -$204K – 305
2022
Q2 		$204K Sell
2,528
-559
-18% -$49.1K 0.02% 272
2022
Q1 		$299K Sell
3,087
-21
-0.7% -$2.04K 0.03% 235
2021
Q4 		$330K Sell
3,108
-96
-3% -$9.87K 0.04% 227
2021
Q3 		$307K Sell
3,204
-192
-6% -$19K 0.05% 212
2021
Q2 		$324K Hold
3,396
– – 0.05% 201
2021
Q1 		$298K Sell
3,396
-60
-2% -$5.12K 0.05% 197
2020
Q4 		$285K Hold
3,456
– – 0.04% 219
2020
Q3 		$254K Sell
3,456
-246
-7% -$17.8K 0.04% 217
2020
Q2 		$248K Hold
3,702
– – 0.04% 214
2020
Q1 		$203K Sell
3,702
-100
-3% -$6.41K 0.04% 230
2019
Q4 		$255K Buy
+3,802
New +$243K 0.05% 232

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

Van Hulzen Asset Management's SUSA Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,695 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #339.

Van Hulzen Asset Management first reported a position in SUSA in Q4 2019 and has held it in 25 quarters since. The position peaked at $330K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Van Hulzen Asset Management held 1,695 shares of iShares ESG Optimized MSCI USA ETF worth $262K as of Q2 2026.
  • Van Hulzen Asset Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #339 holding.
  • Van Hulzen Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • Van Hulzen Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $330K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.