Vontobel Holding
SUSA icon

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

Vontobel Holding’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 		$732K Sell
4,747
-69
-1% -$10.2K ﹤0.01% 917
2026
Q1 		$636K Hold
4,816
– – ﹤0.01% 768
2025
Q4 		$671K Hold
4,816
– – ﹤0.01% 894
2025
Q3 		$653K Sell
4,816
-48
-1% -$6.27K ﹤0.01% 857
2025
Q2 		$617K Hold
4,864
– – ﹤0.01% 836
2025
Q1 		$559K Sell
4,864
-591
-11% -$71.7K ﹤0.01% 750
2024
Q4 		$663K Buy
+5,455
New +$669K ﹤0.01% 708

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 29.18% 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

Vontobel Holding's SUSA Position: Q2 2026 in Review

Vontobel Holding reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 4,747 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Vontobel Holding first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Vontobel Holding held 4,747 shares of iShares ESG Optimized MSCI USA ETF worth $732K as of Q2 2026.
  • Vontobel Holding sold 69 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $10.2K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #917 holding.
  • Vontobel Holding first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.