Vanguard Personalized Indexing Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Vanguard Personalized Indexing 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	$2.12M	Sell	13,736 -657	-5%	-$97K	0.02%	623
2026 Q1	$1.9M	Hold	14,393	–	–	0.02%	622
2025 Q4	$2.01M	Hold	14,393	–	–	0.02%	597
2025 Q3	$1.95M	Sell	14,393 -1,540	-10%	-$201K	0.02%	602
2025 Q2	$2.02M	Sell	15,933 -832	-5%	-$98.1K	0.02%	565
2025 Q1	$1.93M	Buy	16,765 +9,400	+128%	+$1.14M	0.03%	500
2024 Q4	$896K	Sell	7,365 -630	-8%	-$77.3K	0.01%	820
2024 Q3	$962K	Buy	+7,995	New	+$922K	0.02%	784

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Personalized Indexing Management's SUSA Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.6% in Q2 2026, selling an estimated $97K and leaving 13,736 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #623.

Vanguard Personalized Indexing Management first reported a position in SUSA in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Vanguard Personalized Indexing Management held 13,736 shares of iShares ESG Optimized MSCI USA ETF worth $2.12M as of Q2 2026.
Vanguard Personalized Indexing Management sold 657 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $97K.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #623 holding.
Vanguard Personalized Indexing Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.