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WhitTier Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WhitTier Trust Company’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 		$3.14M Buy
20,387
+788
+4% +$116K 0.06% 197
2026
Q1 		$2.63M Sell
19,599
-94
-0.5% -$13K 0.05% 207
2025
Q4 		$2.79M Buy
19,693
+1,077
+6% +$149K 0.06% 201
2025
Q3 		$2.54M Sell
18,616
-237
-1% -$31K 0.05% 211
2025
Q2 		$2.39M Sell
18,853
-2,460
-12% -$290K 0.05% 228
2025
Q1 		$2.45M Sell
21,313
-76
-0.4% -$9.21K 0.06% 221
2024
Q4 		$2.6M Sell
21,389
-1,570
-7% -$193K 0.06% 211
2024
Q3 		$2.76M Sell
22,959
-3,273
-12% -$378K 0.07% 204
2024
Q2 		$2.95M Sell
26,232
-706
-3% -$76.5K 0.08% 184
2024
Q1 		$2.94M Buy
26,938
+1,170
+5% +$122K 0.08% 188
2023
Q4 		$2.59M Sell
25,768
-1,299
-5% -$121K 0.08% 188
2023
Q3 		$2.44M Buy
27,067
+268
+1% +$25.2K 0.09% 184
2023
Q2 		$2.51M Buy
26,799
+773
+3% +$68.7K 0.08% 187
2023
Q1 		$2.28M Sell
26,026
-11,379
-30% -$978K 0.08% 190
2022
Q4 		$3.08M Buy
37,405
+3,118
+9% +$257K 0.12% 157
2022
Q3 		$2.6M Buy
34,287
+8,856
+35% +$753K 0.11% 169
2022
Q2 		$2.05M Buy
25,431
+86
+0.3% +$7.55K 0.08% 193
2022
Q1 		$2.46M Sell
25,345
-90
-0.4% -$8.72K 0.09% 185
2021
Q4 		$2.7M Buy
25,435
+96
+0.4% +$9.87K 0.1% 171
2021
Q3 		$2.43M Hold
25,339
– – 0.1% 169
2021
Q2 		$2.42M Sell
25,339
-562
-2% -$52K 0.1% 170
2021
Q1 		$2.27M Buy
25,901
+3,425
+15% +$292K 0.1% 165
2020
Q4 		$1.85M Buy
22,476
+1,010
+5% +$79K 0.09% 180
2020
Q3 		$1.58M Sell
21,466
-70
-0.3% -$5.06K 0.09% 181
2020
Q2 		$1.44M Sell
21,536
-3,426
-14% -$214K 0.09% 179
2020
Q1 		$1.37M Sell
24,962
-190
-0.8% -$12.2K 0.11% 164
2019
Q4 		$1.69M Buy
25,152
+1,150
+5% +$73.5K 0.11% 159
2019
Q3 		$1.48M Buy
24,002
+1,720
+8% +$105K 0.1% 166
2019
Q2 		$1.36M Sell
22,282
-2,564
-10% -$153K 0.1% 171
2019
Q1 		$1.47M Sell
24,846
-2,700
-10% -$152K 0.11% 160
2018
Q4 		$1.42M Sell
27,546
-13,360
-33% -$741K 0.12% 154
2018
Q3 		$2.44M Sell
40,906
-1,360
-3% -$79.8K 0.18% 124
2018
Q2 		$2.38M Sell
42,266
-2,070
-5% -$117K 0.19% 124
2018
Q1 		$2.46M Sell
44,336
-1,756
-4% -$99.9K 0.2% 116
2017
Q4 		$2.56M Buy
46,092
+716
+2% +$38.8K 0.22% 110
2017
Q3 		$2.37M Hold
45,376
– – 0.22% 109
2017
Q2 		$2.32M Buy
45,376
+720
+2% +$36.2K 0.22% 109
2017
Q1 		$2.19M Buy
44,656
+310
+0.7% +$14.9K 0.22% 110
2016
Q4 		$2.04M Buy
44,346
+4,744
+12% +$215K 0.22% 107
2016
Q3 		$1.8M Buy
39,602
+2,734
+7% +$123K 0.2% 113
2016
Q2 		$1.59M Sell
36,868
-1,600
-4% -$68.7K 0.18% 125
2016
Q1 		$1.64M Buy
38,468
+900
+2% +$36K 0.19% 121
2015
Q4 		$1.57M Buy
37,568
+15,524
+70% +$652K 0.18% 131
2015
Q3 		$869K Buy
22,044
+2,400
+12% +$99.8K 0.11% 190
2015
Q2 		$836K Buy
19,644
+1,150
+6% +$50.1K 0.09% 211
2015
Q1 		$794K Buy
18,494
+2,162
+13% +$92.7K 0.09% 210
2014
Q4 		$703K Buy
16,332
+4,402
+37% +$185K 0.08% 222
2014
Q3 		$491K Sell
11,930
-480
-4% -$19.8K 0.06% 251
2014
Q2 		$510K Hold
12,410
– – 0.06% 246
2014
Q1 		$485K Buy
12,410
+5,680
+84% +$218K 0.06% 243
2013
Q4 		$258K Buy
6,730
+150
+2% +$5.53K 0.03% 306
2013
Q3 		$233K Buy
6,580
+140
+2% +$4.93K 0.03% 301
2013
Q2 		$218K Buy
+6,440
New +$219K 0.03% 295

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WhitTier Trust Company's SUSA Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4% in Q2 2026, buying an estimated $116K and bringing the position to 20,387 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #197.

WhitTier Trust Company first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • WhitTier Trust Company held 20,387 shares of iShares ESG Optimized MSCI USA ETF worth $3.14M as of Q2 2026.
  • WhitTier Trust Company bought 788 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $116K.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of WhitTier Trust Company's portfolio in Q2 2026, its #197 holding.
  • WhitTier Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.