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

Whittier Trust’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 		$155K Hold
1,000
– – ﹤0.01% 676
2026
Q1 		$134K Buy
+1,000
New +$139K ﹤0.01% 661
2025
Q1 		– Sell
-100
Closed -$12.2K – 1561
2024
Q4 		$12.2K Sell
100
-431
-81% -$52.9K ﹤0.01% 1210
2024
Q3 		$63.9K Hold
531
– – ﹤0.01% 885
2024
Q2 		$59.7K Hold
531
– – ﹤0.01% 880
2024
Q1 		$58K Hold
531
– – ﹤0.01% 909
2023
Q4 		$53.4K Sell
531
-1,803
-77% -$168K ﹤0.01% 905
2023
Q3 		$210K Hold
2,334
– – ﹤0.01% 616
2023
Q2 		$219K Sell
2,334
-570
-20% -$50.6K ﹤0.01% 617
2023
Q1 		$255K Sell
2,904
-596
-17% -$51.2K ﹤0.01% 602
2022
Q4 		$288K Sell
3,500
-989
-22% -$81.5K 0.01% 565
2022
Q3 		$341K Hold
4,489
– – 0.01% 517
2022
Q2 		$362K Hold
4,489
– – 0.01% 520
2022
Q1 		$435K Buy
4,489
+989
+28% +$95.8K 0.01% 519
2021
Q4 		$372K Hold
3,500
– – 0.01% 545
2021
Q3 		$336K Hold
3,500
– – 0.01% 543
2021
Q2 		$334K Hold
3,500
– – 0.01% 546
2021
Q1 		$307K Buy
3,500
+100
+3% +$8.53K 0.01% 559
2020
Q4 		$280K Hold
3,400
– – 0.01% 531
2020
Q3 		$250K Sell
3,400
-880
-21% -$63.6K 0.01% 530
2020
Q2 		$286K Hold
4,280
– – 0.01% 485
2020
Q1 		$235K Buy
4,280
+150
+4% +$9.61K 0.01% 484
2019
Q4 		$277K Hold
4,130
– – 0.01% 497
2019
Q3 		$255K Hold
4,130
– – 0.01% 512
2019
Q2 		$252K Buy
+4,130
New +$247K 0.01% 495

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 29.2% 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

Whittier Trust's SUSA Position: Q2 2026 in Review

Whittier Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,000 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Whittier Trust first reported a position in SUSA in Q2 2019 and has held it in 25 quarters since. The position peaked at $435K in Q1 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Whittier Trust held 1,000 shares of iShares ESG Optimized MSCI USA ETF worth $155K as of Q2 2026.
  • Whittier Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #676 holding.
  • Whittier Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 25 quarters since.
  • Whittier Trust's iShares ESG Optimized MSCI USA ETF position peaked at $435K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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