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Fairview Capital Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fairview Capital Investment Management’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 		$335K Hold
2,170
– – 0.02% 166
2026
Q1 		$287K Sell
2,170
-50
-2% -$6.93K 0.02% 165
2025
Q4 		$309K Sell
2,220
-300
-12% -$41.4K 0.02% 146
2025
Q3 		$342K Sell
2,520
-200
-7% -$26.1K 0.02% 138
2025
Q2 		$345K Sell
2,720
-150
-5% -$17.7K 0.02% 129
2025
Q1 		$330K Hold
2,870
– – 0.02% 133
2024
Q4 		$349K Sell
2,870
-200
-7% -$24.5K 0.02% 132
2024
Q3 		$370K Buy
3,070
+20
+0.7% +$2.31K 0.02% 125
2024
Q2 		$343K Sell
3,050
-600
-16% -$65K 0.02% 118
2024
Q1 		$398K Sell
3,650
-125
-3% -$13K 0.02% 127
2023
Q4 		$379K Buy
3,775
+100
+3% +$9.33K 0.02% 123
2023
Q3 		$331K Sell
3,675
-100
-3% -$9.41K 0.02% 126
2023
Q2 		$353K Hold
3,775
– – 0.02% 121
2023
Q1 		$331K Sell
3,775
-500
-12% -$43K 0.02% 123
2022
Q4 		$352K Hold
4,275
– – 0.02% 117
2022
Q3 		$324K Buy
4,275
+25
+0.6% +$2.13K 0.02% 109
2022
Q2 		$342K Sell
4,250
-375
-8% -$32.9K 0.02% 111
2022
Q1 		$447K Buy
4,625
+100
+2% +$9.69K 0.03% 98
2021
Q4 		$480K Sell
4,525
-250
-5% -$25.7K 0.03% 97
2021
Q3 		$458K Buy
4,775
+225
+5% +$22.2K 0.03% 93
2021
Q2 		$434K Buy
4,550
+250
+6% +$23.1K 0.03% 95
2021
Q1 		$377K Buy
4,300
+50
+1% +$4.26K 0.01% 133
2020
Q4 		$349K Hold
4,250
– – 0.01% 121
2020
Q3 		$312K Hold
4,250
– – 0.01% 113
2020
Q2 		$284K Buy
4,250
+150
+4% +$9.39K 0.01% 112
2020
Q1 		$225K Buy
+4,100
New +$263K 0.01% 123

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

Fairview Capital Investment Management's SUSA Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,170 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #166.

Fairview Capital Investment Management first reported a position in SUSA in Q1 2020 and has held it in 26 quarters since. The position peaked at $480K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Fairview Capital Investment Management held 2,170 shares of iShares ESG Optimized MSCI USA ETF worth $335K as of Q2 2026.
  • Fairview Capital Investment Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q2 2026, its #166 holding.
  • Fairview Capital Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Fairview Capital Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $480K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.