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

Catherine Avery 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
2026 Q2	$385K	Hold	2,493	–	–	0.17%	47
2026 Q1	$329K	Hold	2,493	–	–	0.15%	47
2025 Q4	$347K	Hold	2,493	–	–	0.21%	44
2025 Q3	$338K	Hold	2,493	–	–	0.22%	42
2025 Q2	$316K	Hold	2,493	–	–	0.24%	43
2025 Q1	$286K	Sell	2,493 -7	-0.3%	-$849	0.26%	42
2024 Q4	$304K	Buy	+2,500	New	+$307K	0.27%	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

Catherine Avery Investment Management's SUSA Position: Q2 2026 in Review

Catherine Avery Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,493 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #47.

Catherine Avery Investment Management first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Catherine Avery Investment Management held 2,493 shares of iShares ESG Optimized MSCI USA ETF worth $385K as of Q2 2026.
Catherine Avery Investment Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.17% of Catherine Avery Investment Management's portfolio in Q2 2026, its #47 holding.
Catherine Avery Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.