Foster Dykema Cabot & Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Foster Dykema Cabot & 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	$154K	Hold	1,000	–	–	0.01%	130
2026 Q1	$132K	Hold	1,000	–	–	0.01%	134
2025 Q4	$139K	Sell	1,000 -136	-12%	-$18.8K	0.01%	141
2025 Q3	$154K	Hold	1,136	–	–	0.01%	144
2025 Q2	$144K	Hold	1,136	–	–	0.01%	142
2025 Q1	$130K	Hold	1,136	–	–	0.01%	143
2024 Q4	$138K	Hold	1,136	–	–	0.01%	153
2024 Q3	$137K	Buy	1,136 +1,000	+735%	+$115K	0.01%	156
2024 Q2	$15.3K	Hold	136	–	–	﹤0.01%	245
2024 Q1	$14.8K	Hold	136	–	–	﹤0.01%	258
2023 Q4	$13.7K	Buy	+136	New	+$12.7K	﹤0.01%	205

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

Foster Dykema Cabot & Partners's SUSA Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,000 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #130.

Foster Dykema Cabot & Partners first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Foster Dykema Cabot & Partners held 1,000 shares of iShares ESG Optimized MSCI USA ETF worth $154K as of Q2 2026.
Foster Dykema Cabot & Partners 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 Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #130 holding.
Foster Dykema Cabot & Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.