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Winthrop Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Winthrop Advisory Group’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 		$2.03M Buy
13,163
+1,573
+14% +$232K 0.14% 62
2026
Q1 		$1.53M Sell
11,590
-716
-6% -$99.3K 0.13% 61
2025
Q4 		$1.71M Buy
12,306
+37
+0.3% +$5.11K 0.15% 59
2025
Q3 		$1.66M Sell
12,269
-18
-0.1% -$2.35K 0.15% 55
2025
Q2 		$1.56M Sell
12,287
-479
-4% -$56.5K 0.15% 55
2025
Q1 		$1.47M Sell
12,766
-543
-4% -$65.8K 0.18% 48
2024
Q4 		$1.62M Sell
13,309
-804
-6% -$98.6K 0.19% 45
2024
Q3 		$1.7M Sell
14,113
-448
-3% -$51.7K 0.21% 45
2024
Q2 		$1.64M Buy
14,561
+314
+2% +$34K 0.22% 44
2024
Q1 		$1.56M Sell
14,247
-1,157
-8% -$120K 0.23% 45
2023
Q4 		$1.55M Sell
15,404
-384
-2% -$35.8K 0.24% 43
2023
Q3 		$1.43M Sell
15,788
-492
-3% -$46.3K 0.23% 40
2023
Q2 		$1.52M Buy
16,280
+315
+2% +$28K 0.24% 40
2023
Q1 		$1.4M Sell
15,965
-240
-1% -$20.6K 0.25% 39
2022
Q4 		$1.33M Buy
16,205
+288
+2% +$23.7K 0.25% 41
2022
Q3 		$1.21M Buy
15,917
+73
+0.5% +$6.21K 0.26% 38
2022
Q2 		$1.28M Buy
15,844
+450
+3% +$39.5K 0.3% 33
2022
Q1 		$1.49M Sell
15,394
-112
-0.7% -$10.9K 0.31% 35
2021
Q4 		$1.65M Buy
15,506
+31
+0.2% +$3.19K 0.33% 34
2021
Q3 		$1.49M Buy
15,475
+735
+5% +$72.6K 0.33% 33
2021
Q2 		$1.41M Buy
14,740
+183
+1% +$16.9K 0.32% 33
2021
Q1 		$1.28M Buy
14,557
+604
+4% +$51.5K 0.32% 33
2020
Q4 		$1.15M Buy
13,953
+1,321
+10% +$103K 0.3% 36
2020
Q3 		$936K Buy
12,632
+876
+7% +$63.3K 0.29% 35
2020
Q2 		$789K Buy
11,756
+856
+8% +$53.6K 0.28% 37
2020
Q1 		$598K Buy
10,900
+4,448
+69% +$285K 0.24% 37
2019
Q4 		$432K Buy
6,452
+420
+7% +$26.9K 0.16% 58
2019
Q3 		$373K Buy
6,032
+20
+0.3% +$1.23K 0.15% 60
2019
Q2 		$366K Buy
6,012
+1,430
+31% +$85.6K 0.15% 57
2019
Q1 		$273K Buy
4,582
+206
+5% +$11.6K 0.12% 72
2018
Q4 		$226K Buy
+4,376
New +$243K 0.11% 75

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

Winthrop Advisory Group's SUSA Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2026, buying an estimated $232K and bringing the position to 13,163 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #62.

Winthrop Advisory Group first reported a position in SUSA in Q4 2018 and has held it in 31 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Winthrop Advisory Group held 13,163 shares of iShares ESG Optimized MSCI USA ETF worth $2.03M as of Q2 2026.
  • Winthrop Advisory Group bought 1,573 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $232K.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of Winthrop Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Winthrop Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.