Arax Advisory Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arax Advisory Partners’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	$5.41M	Buy	+35,082	New	+$5.18M	0.04%	462
2021 Q3	–	Sell	-6,525	Closed	-$623K	–	1070
2021 Q2	$623K	Buy	+6,525	New	+$604K	0.08%	86
2020 Q4	$636K	Hold	7,720	–	–	0.09%	76
2020 Q3	$568K	Buy	+7,720	New	+$558K	0.1%	79

Other funds holding SUSA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Arax Advisory Partners's SUSA Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 35,082 shares worth $5.41M. The stake represents 0.04% of the portfolio and ranks #462 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SUSA as recently as Q2 2021.

Arax Advisory Partners first reported a position in SUSA in Q3 2020 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Arax Advisory Partners held 35,082 shares of iShares ESG Optimized MSCI USA ETF worth $5.41M as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new Arax Advisory Partners position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #462 holding.
Arax Advisory Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 4 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.