Coston McIsaac & Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Coston McIsaac & Partners’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	$52K	Buy	337 +1	+0.3%	+$148	0.01%	335
2026 Q1	$44K	Buy	336 +1	+0.3%	+$139	0.01%	341
2025 Q4	$46K	Buy	335 +1	+0.3%	+$138	0.01%	333
2025 Q3	$45K	Buy	334 +1	+0.3%	+$131	0.01%	328
2025 Q2	$42K	Hold	333	–	–	0.01%	332
2025 Q1	$38K	Sell	333 -247	-43%	-$29.9K	0.01%	314
2024 Q4	$70K	Buy	580 +2	+0.3%	+$245	0.02%	233
2024 Q3	$69K	Buy	578 +2	+0.3%	+$231	0.02%	236
2024 Q2	$64K	Buy	576 +1	+0.2%	+$108	0.02%	228
2024 Q1	$62K	Buy	575 +2	+0.3%	+$208	0.02%	238
2023 Q4	$57K	Buy	573 +5	+0.9%	+$466	0.02%	234
2023 Q3	$51K	Hold	568	–	–	0.02%	238
2023 Q2	$53K	Buy	568 +1	+0.2%	+$89	0.02%	253
2023 Q1	$49K	Buy	567 +2	+0.4%	+$172	0.02%	257
2022 Q4	$46K	Buy	565 +5	+0.9%	+$412	0.02%	278
2022 Q3	$42K	Hold	560	–	–	0.02%	239
2022 Q2	$45K	Buy	+560	New	+$49.2K	0.03%	140

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 29.18% 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

Coston McIsaac & Partners's SUSA Position: Q2 2026 in Review

Coston McIsaac & Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.3% in Q2 2026, buying an estimated $148 and bringing the position to 337 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #335.

Coston McIsaac & Partners first reported a position in SUSA in Q2 2022 and has held it in 17 quarters since. The position peaked at $70K in Q4 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Coston McIsaac & Partners held 337 shares of iShares ESG Optimized MSCI USA ETF worth $52K as of Q2 2026.
Coston McIsaac & Partners bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #335 holding.
Coston McIsaac & Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares ESG Optimized MSCI USA ETF position peaked at $70K in Q4 2024.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.