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Coastline Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Coastline Trust’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 		$1.19M Sell
7,707
-170
-2% -$25.1K 0.11% 119
2026
Q1 		$1.04M Hold
7,877
– – 0.1% 125
2025
Q4 		$1.1M Sell
7,877
-112
-1% -$15.5K 0.1% 124
2025
Q3 		$1.08M Sell
7,989
-480
-6% -$62.7K 0.12% 119
2025
Q2 		$1.07M Sell
8,469
-351
-4% -$41.4K 0.12% 121
2025
Q1 		$1.01M Sell
8,820
-170
-2% -$20.6K 0.13% 126
2024
Q4 		$1.09M Sell
8,990
-420
-4% -$51.5K 0.13% 122
2024
Q3 		$1.13M Hold
9,410
– – 0.13% 121
2024
Q2 		$1.06M Sell
9,410
-122
-1% -$13.2K 0.12% 133
2024
Q1 		$1.04M Buy
9,532
+1,345
+16% +$140K 0.13% 135
2023
Q4 		$823K Buy
+8,187
New +$764K 0.11% 153

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coastline Trust's SUSA Position: Q2 2026 in Review

Coastline Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.2% in Q2 2026, selling an estimated $25.1K and leaving 7,707 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #119.

Coastline Trust first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Coastline Trust held 7,707 shares of iShares ESG Optimized MSCI USA ETF worth $1.19M as of Q2 2026.
  • Coastline Trust sold 170 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $25.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Coastline Trust's portfolio in Q2 2026, its #119 holding.
  • Coastline Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.