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WoodTrust Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WoodTrust Financial’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
Q4 		– Sell
-3,689
Closed -$500K – 190
2025
Q3 		$500K Buy
+3,689
New +$482K 0.06% 121

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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

WoodTrust Financial's SUSA Position: Q4 2025 in Review

WoodTrust Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 3,689 shares — an estimated $500K sold.

WoodTrust Financial first reported a position in SUSA in Q3 2025 and held it in 1 quarter. The position peaked at $500K in Q3 2025. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • WoodTrust Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • WoodTrust Financial sold 3,689 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $500K.
  • WoodTrust Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and held it in 1 quarter.
  • WoodTrust Financial's iShares ESG Optimized MSCI USA ETF position peaked at $500K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on WoodTrust Financial's 13F filing for Q4 2025, filed 30 Jan 2026.