Wolff Wiese Magana’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wolff Wiese Magana’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
2025 Q3	–	Sell	-330	Closed	-$41.8K	–	1036
2025 Q2	$41.8K	Hold	330	–	–	0.03%	219
2025 Q1	$37.9K	Hold	330	–	–	0.03%	217
2024 Q4	$40.1K	Hold	330	–	–	0.03%	215
2024 Q3	$39.7K	Hold	330	–	–	0.03%	210
2024 Q2	$37.1K	Hold	330	–	–	0.03%	190
2024 Q1	$36K	Hold	330	–	–	0.03%	173
2023 Q4	$33.2K	Hold	330	–	–	0.03%	177
2023 Q3	$29.7K	Hold	330	–	–	0.02%	234
2023 Q2	$30.9K	Hold	330	–	–	0.02%	241
2023 Q1	$29K	Hold	330	–	–	0.02%	237
2022 Q4	$27.2K	Hold	330	–	–	0.02%	236
2022 Q3	$25K	Hold	330	–	–	0.02%	343
2022 Q2	$27K	Hold	330	–	–	0.02%	351
2022 Q1	$32K	Hold	330	–	–	0.02%	338
2021 Q4	$35K	Hold	330	–	–	0.02%	330
2021 Q3	$32K	Hold	330	–	–	0.02%	342
2021 Q2	$32K	Hold	330	–	–	0.02%	339
2021 Q1	$29K	Hold	330	–	–	0.02%	347
2020 Q4	$27K	Buy	+330	New	+$25.8K	0.02%	339

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolff Wiese Magana's SUSA Position: Q3 2025 in Review

Wolff Wiese Magana sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 330 shares — an estimated $41.8K sold.

Wolff Wiese Magana first reported a position in SUSA in Q4 2020 and held it in 19 quarters. The position peaked at $41.8K in Q2 2025. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

Wolff Wiese Magana reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Wolff Wiese Magana sold 330 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $41.8K.
Wolff Wiese Magana first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 19 quarters.
Wolff Wiese Magana's iShares ESG Optimized MSCI USA ETF position peaked at $41.8K in Q2 2025.
499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.