Accredited Investors Inc. SUSA — ISHARES TR MSCI ESG SEL SOC

Ownership history in Accredited Investors Inc.  ·  58 quarters on record

AI Ownership Summary

Accredited Investors Inc. reported ISHARES TR MSCI ESG SEL SOC (SUSA) in 58 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.2% in 2024 Q3. The latest visible filing shows SUSA at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accredited Investors Inc.'s position in ISHARES TR MSCI ESG SEL SOC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SUSA was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUSA stock page Accredited Investors Inc. fund profile Accredited Investors Inc. full holdings
How Accredited Investors Inc. held SUSA — position size vs. price
% of Fund (quarterly)    SUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 52,961 +2,265 +4.5% 0.38% $7.0M 2026-04-30 $145.68
2025 Q4 REDUCED 10.5% -5.0% ✅ 50,696 -5,939 -10.5% 0.38% $7.1M 2026-02-05 $137.03
2025 Q3 ADDED — — — 56,635 +1,051 +1.9% 0.43% $7.7M 2025-10-30 $138.09
2025 Q2 REDUCED 6.9% +6.9% ❌ 55,584 -4,149 -6.9% 0.42% $7.0M 2025-08-08 $128.64
2025 Q1 REDUCED — — — 59,733 -235 -0.4% 0.43% $6.9M 2025-05-06 $114.25
2024 Q4 REDUCED 92.3% -5.3% ✅ 59,968 -716,586 -92.3% 0.43% $7.3M 2025-02-13 $123.43
2024 Q3 ADDED — — — 776,554 +715,745 +1177.0% 5.20% $90.8M 2024-11-05 $118.03
2024 Q2 ADDED — — — 60,809 +11,178 +22.5% 0.43% $6.8M 2024-07-19 $111.33
2024 Q1 REDUCED — — — 49,631 -92 -0.2% 0.35% $5.4M 2024-05-14 $106.41
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUSA

As of 2026 Q2 — sorted by position size

Shira Ridge Wealth Management 3Y 15.51% Ryan Investment Management, Inc. 0.91% Colorado Capital Management, Inc. 3Y 7Y 0.5% Finley Financial, LLC 0.47% GoalVest Advisory LLC 3Y 0.44% Mallini Complete Financial Planning LLC 0.38% COREPATH WEALTH PARTNERS LLC 3Y 0.33% Pine Haven Investment Counsel, Inc 3Y 0.32% CGN Advisors LLC 3Y 0.23% WARNER FINANCIAL, INC 3Y 0.17%

FAQ About Accredited Investors Inc. and SUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accredited Investors Inc. reported owning SUSA?

Accredited Investors Inc. reported SUSA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SUSA position in Accredited Investors Inc.'s portfolio?

The largest reported portfolio weight for SUSA was 5.20% in 2024 Q3.

What is the latest reported SUSA position on this page?

The most recent filing on this page is 2026 Q1, when Accredited Investors Inc. reported 52,961 shares, equal to 0.38% of portfolio, with an estimated market value of $7.0M.

What does the chart on this SUSA ownership page compare?

The chart compares Accredited Investors Inc.'s quarterly SUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accredited Investors Inc. time their SUSA position?

Based on 13F filing dates vs. subsequent SUSA price moves, Accredited Investors Inc. correctly timed 32 out of 57 reported position changes (56%). The annualised alpha on SUSA relative to SPY over the holding period was +22.9%.

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