SUSA
iShares MSCI USA ESG Select ETF
Listed by 1 member on their latest annual reports (4 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Jake Auchincloss MA-4 | Member | Merrill Lynch Brokerage - JA ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | $100,001 - $250,000 | April 9, 2026 filing 10073339, p. 4 |
| Jake Auchincloss MA-4 | Spouse | Merrill Lynch Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | $100,001 - $250,000 | April 9, 2026 filing 10073339, p. 9 |
| Jake Auchincloss MA-4 | Spouse | Merrill Lynch Brokerage - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | $50,001 - $100,000 | April 9, 2026 filing 10073339, p. 5 |
| Jake Auchincloss MA-4 | Spouse | Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) EF | $50,001 - $100,000 | April 9, 2026 filing 10073339, p. 8 |
How the count is made: see Most held.