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

Harbor Investment Advisory’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 		$505K Sell
3,272
-5
-0.2% -$738 0.04% 297
2026
Q1 		$433K Buy
3,277
+7
+0.2% +$971 0.03% 302
2025
Q4 		$456K Hold
3,270
– – 0.03% 296
2025
Q3 		$444K Sell
3,270
-13
-0.4% -$1.7K 0.04% 295
2025
Q2 		$416K Hold
3,283
– – 0.04% 285
2025
Q1 		$377K Sell
3,283
-15
-0.5% -$1.82K 0.04% 283
2024
Q4 		$401K Hold
3,298
– – 0.04% 261
2024
Q3 		$397K Hold
3,298
– – 0.04% 260
2024
Q2 		$371K Sell
3,298
-45
-1% -$4.88K 0.04% 258
2024
Q1 		$365K Hold
3,343
– – 0.04% 258
2023
Q4 		$336K Hold
3,343
– – 0.04% 260
2023
Q3 		$301K Sell
3,343
-5
-0.1% -$471 0.04% 258
2023
Q2 		$314K Sell
3,348
-14
-0.4% -$1.24K 0.04% 280
2023
Q1 		$295K Hold
3,362
– – 0.04% 289
2022
Q4 		$277K Buy
3,362
+10
+0.3% +$824 0.04% 294
2022
Q3 		$254K Sell
3,352
-45
-1% -$3.83K 0.04% 293
2022
Q2 		$274K Sell
3,397
-610
-15% -$53.5K 0.04% 284
2022
Q1 		$388K Buy
4,007
+1,680
+72% +$163K 0.05% 252
2021
Q4 		$247K Buy
2,327
+70
+3% +$7.2K 0.03% 335
2021
Q3 		$217K Buy
2,257
+260
+13% +$25.7K 0.03% 355
2021
Q2 		$191K Buy
1,997
+210
+12% +$19.4K 0.03% 381
2021
Q1 		$157K Buy
1,787
+153
+9% +$13.1K 0.02% 384
2020
Q4 		$135K Buy
1,634
+560
+52% +$43.8K 0.02% 386
2020
Q3 		$79K Buy
1,074
+174
+19% +$12.6K 0.02% 413
2020
Q2 		$60K Sell
900
-70
-7% -$4.38K 0.01% 422
2020
Q1 		$53K Sell
970
-604
-38% -$38.7K 0.01% 399
2019
Q4 		$105K Buy
+1,574
New +$101K 0.02% 323

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Harbor Investment Advisory's SUSA Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q2 2026, selling an estimated $738 and leaving 3,272 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #297.

Harbor Investment Advisory first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. 241 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Harbor Investment Advisory held 3,272 shares of iShares ESG Optimized MSCI USA ETF worth $505K as of Q2 2026.
  • Harbor Investment Advisory sold 5 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $738.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #297 holding.
  • Harbor Investment Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.