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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
Q3 		$1.15M Sell
7,381
-326
-4% -$50.9K 0.11% 112
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Coastline Trust's SUSA Position: Q3 2026 in Review

Coastline Trust reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.2% in Q3 2026, selling an estimated $50.9K and leaving 7,381 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #112.

Coastline Trust first reported a position in SUSA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2026. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Coastline Trust held 7,381 shares of iShares ESG Optimized MSCI USA ETF worth $1.15M as of Q3 2026.
  • Coastline Trust sold 326 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $50.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Coastline Trust's portfolio in Q3 2026, its #112 holding.
  • Coastline Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
  • Coastline Trust's iShares ESG Optimized MSCI USA ETF position peaked at $1.19M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.