Westend Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Westend Capital 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 Q1	$66.4K	Hold	503	–	–	0.02%	87
2025 Q4	$70.1K	Hold	503	–	–	0.02%	82
2025 Q3	$68.2K	Hold	503	–	–	0.02%	67
2025 Q2	$63.8K	Hold	503	–	–	0.02%	75
2025 Q1	$57.8K	Hold	503	–	–	0.02%	74
2024 Q4	$61.2K	Hold	503	–	–	0.02%	76
2024 Q3	$60.5K	Hold	503	–	–	0.02%	72
2024 Q2	$56.4K	Hold	503	–	–	0.02%	62
2024 Q1	$54.9K	Buy	+503	New	+$52.4K	0.02%	70

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Westend Capital Management's SUSA Position: Q1 2026 in Review

Westend Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 503 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #87.

Westend Capital Management first reported a position in SUSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $70.1K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Westend Capital Management held 503 shares of iShares ESG Optimized MSCI USA ETF worth $66.4K as of Q1 2026.
Westend Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Westend Capital Management's portfolio in Q1 2026, its #87 holding.
Westend Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Westend Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $70.1K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.