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GAMMA Investing’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GAMMA Investing’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
Q3 		$149K Buy
954
+70
+8% +$10.9K 0.01% 1559
2026
Q2 		$136K Hold
884
– – 0.01% 1569
2026
Q1 		$117K Buy
884
+150
+20% +$20.8K 0.01% 1550
2025
Q4 		$102K Buy
+734
New +$101K 0.01% 1564

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

GAMMA Investing's SUSA Position: Q3 2026 in Review

GAMMA Investing increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.9% in Q3 2026, buying an estimated $10.9K and bringing the position to 954 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1559.

GAMMA Investing first reported a position in SUSA in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • GAMMA Investing held 954 shares of iShares ESG Optimized MSCI USA ETF worth $149K as of Q3 2026.
  • GAMMA Investing bought 70 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $10.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1559 holding.
  • GAMMA Investing first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.