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 Q2	$44.7K	Sell	290 -213	-42%	-$31.5K	0.01%	97
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 $1.55T 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 29.18% 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

Westend Capital Management's SUSA Position: Q2 2026 in Review

Westend Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 42% in Q2 2026, selling an estimated $31.5K and leaving 290 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #97.

Westend Capital Management first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $70.1K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Westend Capital Management held 290 shares of iShares ESG Optimized MSCI USA ETF worth $44.7K as of Q2 2026.
Westend Capital Management sold 213 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $31.5K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #97 holding.
Westend Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
Westend Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $70.1K in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.