William Blair & Company
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William Blair & Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

William Blair & 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
Q1 		$2.32M Sell
17,538
-926
-5% -$128K 0.01% 689
2025
Q4 		$2.57M Sell
18,464
-120
-0.6% -$16.6K 0.01% 685
2025
Q3 		$2.52M Sell
18,584
-1,958
-10% -$256K 0.01% 676
2025
Q2 		$2.6M Sell
20,542
-465
-2% -$54.8K 0.01% 653
2025
Q1 		$2.41M Sell
21,007
-2,289
-10% -$278K 0.01% 669
2024
Q4 		$2.83M Sell
23,296
-226
-1% -$27.7K 0.01% 638
2024
Q3 		$2.83M Sell
23,522
-89
-0.4% -$10.3K 0.01% 624
2024
Q2 		$2.65M Buy
23,611
+10
+0% +$1.08K 0.01% 627
2024
Q1 		$2.58M Buy
23,601
+481
+2% +$50.1K 0.01% 621
2023
Q4 		$2.32M Sell
23,120
-45
-0.2% -$4.2K 0.01% 643
2023
Q3 		$2.08M Sell
23,165
-265
-1% -$24.9K 0.01% 645
2023
Q2 		$2.19M Buy
23,430
+64
+0.3% +$5.68K 0.01% 643
2023
Q1 		$2.05M Sell
23,366
-163
-0.7% -$14K 0.01% 649
2022
Q4 		$1.94M Buy
23,529
+36
+0.2% +$2.96K 0.01% 641
2022
Q3 		$1.78M Buy
23,493
+10
+0% +$851 0.01% 641
2022
Q2 		$1.9M Sell
23,483
-97
-0.4% -$8.52K 0.01% 654
2022
Q1 		$2.28M Sell
23,580
-44
-0.2% -$4.26K 0.01% 666
2021
Q4 		$2.51M Buy
23,624
+79
+0.3% +$8.12K 0.01% 662
2021
Q3 		$2.26M Buy
23,545
+538
+2% +$53.2K 0.01% 676
2021
Q2 		$2.2M Buy
23,007
+151
+0.7% +$14K 0.01% 682
2021
Q1 		$2.01M Buy
22,856
+240
+1% +$20.5K 0.01% 692
2020
Q4 		$1.86M Buy
22,616
+1,250
+6% +$97.7K 0.01% 672
2020
Q3 		$1.57M Buy
21,366
+2,632
+14% +$190K 0.01% 642
2020
Q2 		$1.25M Sell
18,734
-28
-0.1% -$1.75K 0.01% 671
2020
Q1 		$1.03M Buy
18,762
+1,424
+8% +$91.3K 0.01% 657
2019
Q4 		$1.16M Buy
17,338
+170
+1% +$10.9K 0.01% 738
2019
Q3 		$1.06M Buy
17,168
+580
+3% +$35.5K 0.01% 731
2019
Q2 		$1.01M Buy
16,588
+98
+0.6% +$5.86K 0.01% 754
2019
Q1 		$975K Hold
16,490
– – 0.01% 738
2018
Q4 		$850K Hold
16,490
– – 0.01% 738
2018
Q3 		$984K Hold
16,490
– – 0.01% 753
2018
Q2 		$930K Hold
16,490
– – 0.01% 749
2018
Q1 		$914K Hold
16,490
– – 0.01% 736
2017
Q4 		$916K Sell
16,490
-28
-0.2% -$1.52K 0.01% 771
2017
Q3 		$863K Sell
16,518
-248
-1% -$12.8K 0.01% 765
2017
Q2 		$857K Hold
16,766
– – 0.01% 798
2017
Q1 		$822K Hold
16,766
– – 0.01% 762
2016
Q4 		$771K Hold
16,766
– – 0.01% 705
2016
Q3 		$763K Hold
16,766
– – 0.01% 716
2016
Q2 		$725K Buy
16,766
+4,866
+41% +$209K 0.01% 708
2016
Q1 		$506K Sell
11,900
-800
-6% -$32K ﹤0.01% 788
2015
Q4 		$529K Hold
12,700
– – 0.01% 793
2015
Q3 		$500K Buy
12,700
+270
+2% +$11.2K ﹤0.01% 977
2015
Q2 		$528K Sell
12,430
-200
-2% -$8.71K ﹤0.01% 1738
2015
Q1 		$542K Buy
12,630
+800
+7% +$34.3K ﹤0.01% 1699
2014
Q4 		$509K Sell
11,830
-110
-0.9% -$4.62K ﹤0.01% 1685
2014
Q3 		$491K Buy
11,940
+1,780
+18% +$73.4K ﹤0.01% 1696
2014
Q2 		$418K Hold
10,160
– – ﹤0.01% 1714
2014
Q1 		$396K Buy
10,160
+410
+4% +$15.7K ﹤0.01% 1686
2013
Q4 		$374K Sell
9,750
-1,700
-15% -$62.7K ﹤0.01% 1679
2013
Q3 		$405K Buy
11,450
+200
+2% +$7.04K ﹤0.01% 1620
2013
Q2 		$380K Buy
+11,250
New +$382K ﹤0.01% 1598

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
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

William Blair & Company's SUSA Position: Q1 2026 in Review

William Blair & Company reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5% in Q1 2026, selling an estimated $128K and leaving 17,538 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #689.

William Blair & Company first reported a position in SUSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.83M in Q4 2024. 518 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • William Blair & Company held 17,538 shares of iShares ESG Optimized MSCI USA ETF worth $2.32M as of Q1 2026.
  • William Blair & Company sold 926 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $128K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #689 holding.
  • William Blair & Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's iShares ESG Optimized MSCI USA ETF position peaked at $2.83M in Q4 2024.
  • 518 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.