Balanced Rock Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Balanced Rock Investment Advisors’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	$348K	Sell	2,255 -45	-2%	-$6.64K	0.22%	79
2026 Q1	$304K	Sell	2,300 -7	-0.3%	-$971	0.21%	82
2025 Q4	$321K	Sell	2,307 -117	-5%	-$16.2K	0.23%	82
2025 Q3	$329K	Sell	2,424 -104	-4%	-$13.6K	0.24%	80
2025 Q2	$320K	Sell	2,528 -162	-6%	-$19.1K	0.25%	78
2025 Q1	$309K	Sell	2,690 -5,274	-66%	-$639K	0.25%	71
2024 Q4	$968K	Sell	7,964 -132	-2%	-$16.2K	0.77%	31
2024 Q3	$975K	Sell	8,096 -8	-0.1%	-$923	0.76%	31
2024 Q2	$911K	Buy	8,104 +606	+8%	+$65.7K	0.77%	31
2024 Q1	$819K	Sell	7,498 -503	-6%	-$52.4K	0.7%	33
2023 Q4	$804K	Buy	+8,001	New	+$746K	0.71%	32

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 29.2% 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

Balanced Rock Investment Advisors's SUSA Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, selling an estimated $6.64K and leaving 2,255 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #79.

Balanced Rock Investment Advisors first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $975K in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Balanced Rock Investment Advisors held 2,255 shares of iShares ESG Optimized MSCI USA ETF worth $348K as of Q2 2026.
Balanced Rock Investment Advisors sold 45 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $6.64K.
iShares ESG Optimized MSCI USA ETF made up 0.22% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #79 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $975K in Q3 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.