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Harbor Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Harbor Group’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 		$608K Sell
3,942
-113
-3% -$16.7K 0.07% 66
2026
Q1 		$536K Buy
4,055
+361
+10% +$50.1K 0.08% 70
2025
Q4 		$515K Buy
3,694
+5
+0.1% +$690 0.08% 67
2025
Q3 		$500K Buy
3,689
+65
+2% +$8.49K 0.08% 66
2025
Q2 		$459K Buy
3,624
+194
+6% +$22.9K 0.08% 66
2025
Q1 		$394K Sell
3,430
-27
-0.8% -$3.27K 0.08% 63
2024
Q4 		$420K Buy
3,457
+91
+3% +$11.2K 0.09% 59
2024
Q3 		$405K Sell
3,366
-88
-3% -$10.2K 0.09% 60
2024
Q2 		$388K Buy
3,454
+4
+0.1% +$434 0.1% 58
2024
Q1 		$377K Buy
3,450
+3
+0.1% +$312 0.1% 54
2023
Q4 		$346K Buy
3,447
+245
+8% +$22.9K 0.1% 54
2023
Q3 		$288K Buy
3,202
+464
+17% +$43.7K 0.16% 48
2023
Q2 		$256K Buy
2,738
+2
+0.1% +$178 0.14% 52
2023
Q1 		$240K Buy
2,736
+76
+3% +$6.53K 0.14% 54
2022
Q4 		$219K Sell
2,660
-56
-2% -$4.61K 0.14% 49
2022
Q3 		$206K Sell
2,716
-118
-4% -$10K 0.15% 46
2022
Q2 		$229K Buy
2,834
+3
+0.1% +$263 0.17% 45
2022
Q1 		$274K Buy
2,831
+131
+5% +$12.7K 0.17% 38
2021
Q4 		$287K Buy
2,700
+107
+4% +$11K 0.17% 40
2021
Q3 		$249K Buy
+2,593
New +$256K 0.16% 43

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

Harbor Group's SUSA Position: Q2 2026 in Review

Harbor Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.8% in Q2 2026, selling an estimated $16.7K and leaving 3,942 shares worth $608K. The position accounts for 0.07% of the portfolio, ranked #66.

Harbor Group first reported a position in SUSA in Q3 2021 and has held it in 20 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Harbor Group held 3,942 shares of iShares ESG Optimized MSCI USA ETF worth $608K as of Q2 2026.
  • Harbor Group sold 113 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $16.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Harbor Group's portfolio in Q2 2026, its #66 holding.
  • Harbor Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.