Citizens Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Citizens Financial 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	$491K	Sell	3,180 -21	-0.7%	-$3.1K	0.01%	665
2026 Q1	$423K	Sell	3,201 -144	-4%	-$20K	0.01%	585
2025 Q4	$466K	Hold	3,345	–	–	0.01%	557
2025 Q3	$454K	Hold	3,345	–	–	0.01%	548
2025 Q2	$424K	Hold	3,345	–	–	0.01%	507
2025 Q1	$384K	Buy	+3,345	New	+$406K	0.01%	461
2023 Q1	–	Sell	-6,080	Closed	-$501K	–	472
2022 Q4	$501K	Buy	+6,080	New	+$501K	0.02%	263
2020 Q3	–	Sell	-178	Closed	-$12K	–	847
2020 Q2	$12K	Buy	+178	New	+$11.1K	﹤0.01%	740

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

Citizens Financial Group's SUSA Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.66% in Q2 2026, selling an estimated $3.1K and leaving 3,180 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #665.

Citizens Financial Group first reported a position in SUSA in Q2 2020 and has held it in 8 quarters since. The position peaked at $501K in Q4 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Citizens Financial Group held 3,180 shares of iShares ESG Optimized MSCI USA ETF worth $491K as of Q2 2026.
Citizens Financial Group sold 21 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.1K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #665 holding.
Citizens Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 8 quarters since.
Citizens Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $501K in Q4 2022.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.