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Farrow Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Farrow Financial’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 		$14.3M Sell
92,788
-4,739
-5% -$700K 7.64% 1
2026
Q1 		$12.9M Sell
97,527
-480
-0.5% -$66.6K 7.32% 2
2025
Q4 		$13.7M Sell
98,007
-269
-0.3% -$37.1K 7.85% 2
2025
Q3 		$13.3M Buy
98,276
+696
+0.7% +$90.9K 7.74% 2
2025
Q2 		$12.4M Buy
97,580
+1,260
+1% +$149K 7.5% 2
2025
Q1 		$11.1M Sell
96,320
-1,117
-1% -$135K 7.44% 2
2024
Q4 		$11.9M Sell
97,437
-1,705
-2% -$209K 7.71% 3
2024
Q3 		$11.9M Sell
99,142
-1,972
-2% -$227K 7.52% 3
2024
Q2 		$11.4M Buy
101,114
+1,777
+2% +$193K 7.75% 3
2024
Q1 		$10.8M Buy
99,337
+2,741
+3% +$285K 7.6% 3
2023
Q4 		$9.71M Buy
+96,596
New +$9.01M 7.31% 3

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

Farrow Financial's SUSA Position: Q2 2026 in Review

Farrow Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.9% in Q2 2026, selling an estimated $700K and leaving 92,788 shares worth $14.3M. The position accounts for 7.64% of the portfolio, ranked #1.

Farrow Financial first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Farrow Financial held 92,788 shares of iShares ESG Optimized MSCI USA ETF worth $14.3M as of Q2 2026.
  • Farrow Financial sold 4,739 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $700K.
  • iShares ESG Optimized MSCI USA ETF made up 7.64% of Farrow Financial's portfolio in Q2 2026, its #1 holding.
  • Farrow Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.