CoreCap Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CoreCap Advisors’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	$73.8K	Hold	478	–	–	﹤0.01%	1240
2026 Q1	$63.1K	Hold	478	–	–	﹤0.01%	1205
2025 Q4	$66.6K	Hold	478	–	–	﹤0.01%	1189
2025 Q3	$64.8K	Hold	478	–	–	﹤0.01%	1206
2025 Q2	$60.6K	Hold	478	–	–	﹤0.01%	1166
2025 Q1	$54.9K	Hold	478	–	–	﹤0.01%	1137
2024 Q4	$58.1K	Hold	478	–	–	﹤0.01%	1129
2024 Q3	$57.5K	Buy	+478	New	+$55.1K	﹤0.01%	1129
2024 Q2	–	Sell	-478	Closed	-$52.2K	–	2460
2024 Q1	$52.2K	Buy	+478	New	+$49.8K	﹤0.01%	1086
2022 Q4	$39.3K	Buy	+478	New	+$39.4K	﹤0.01%	1070
2022 Q3	–	Sell	-478	Closed	-$39K	–	1891
2022 Q2	$39K	Buy	+478	New	+$42K	﹤0.01%	1016
2022 Q1	–	Sell	-478	Closed	-$51K	–	1895
2021 Q4	$51K	Buy	+478	New	+$49.1K	﹤0.01%	993

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

CoreCap Advisors's SUSA Position: Q2 2026 in Review

CoreCap Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 478 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

CoreCap Advisors first reported a position in SUSA in Q4 2021 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

CoreCap Advisors held 478 shares of iShares ESG Optimized MSCI USA ETF worth $73.8K as of Q2 2026.
CoreCap Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1240 holding.
CoreCap Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.