Cambria Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cambria Investment Management’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
2025 Q4	–	Sell	-1,904	Closed	-$258K	–	663
2025 Q3	$258K	Buy	+1,904	New	+$249K	0.02%	472
2019 Q4	–	Sell	-4,982	Closed	-$308K	–	233
2019 Q3	$308K	Hold	4,982	–	–	0.05%	207
2019 Q2	$304K	Hold	4,982	–	–	0.05%	195
2019 Q1	$295K	Hold	4,982	–	–	0.05%	196
2018 Q4	$257K	Sell	4,982 -1,660	-25%	-$92.1K	0.04%	218
2018 Q3	$396K	Sell	6,642 -9,612	-59%	-$564K	0.06%	231
2018 Q2	$936K	Hold	16,254	–	–	0.14%	182
2018 Q1	$901K	Buy	+16,254	New	+$925K	0.13%	179

Other funds holding SUSA

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambria Investment Management's SUSA Position: Q4 2025 in Review

Cambria Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 1,904 shares — an estimated $258K sold.

Cambria Investment Management first reported a position in SUSA in Q1 2018 and held it in 8 quarters. The position peaked at $936K in Q2 2018. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

Cambria Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Cambria Investment Management sold 1,904 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $258K.
Cambria Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 8 quarters.
Cambria Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $936K in Q2 2018.
536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Cambria Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.