Boothe Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Boothe Investment Group’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	$223K	Sell	1,445 -181	-11%	-$26.7K	0.07%	38
2026 Q1	$215K	Sell	1,626 -141	-8%	-$19.6K	0.07%	40
2025 Q4	$246K	Hold	1,767	–	–	0.09%	36
2025 Q3	$240K	Sell	1,767 -40	-2%	-$5.22K	0.09%	37
2025 Q2	$229K	Buy	+1,807	New	+$213K	0.09%	39
2025 Q1	–	Sell	-2,564	Closed	-$312K	–	38
2024 Q4	$312K	Buy	2,564 +233	+10%	+$28.6K	0.14%	38
2024 Q3	$281K	Buy	2,331 +191	+9%	+$22K	0.13%	39
2024 Q2	$240K	Buy	+2,140	New	+$232K	0.11%	41

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

Boothe Investment Group's SUSA Position: Q2 2026 in Review

Boothe Investment Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 11% in Q2 2026, selling an estimated $26.7K and leaving 1,445 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #38.

Boothe Investment Group first reported a position in SUSA in Q2 2024 and has held it in 8 quarters since. The position peaked at $312K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Boothe Investment Group held 1,445 shares of iShares ESG Optimized MSCI USA ETF worth $223K as of Q2 2026.
Boothe Investment Group sold 181 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $26.7K.
iShares ESG Optimized MSCI USA ETF made up 0.07% of Boothe Investment Group's portfolio in Q2 2026, its #38 holding.
Boothe Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
Boothe Investment Group's iShares ESG Optimized MSCI USA ETF position peaked at $312K in Q4 2024.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.