HI
SUSA icon

Harbour Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Harbour Investments’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 		$812K Buy
5,261
+3
+0.1% +$443 0.01% 896
2026
Q1 		$695K Buy
5,258
+2,679
+104% +$371K 0.01% 904
2025
Q4 		$359K Buy
2,579
+795
+45% +$110K 0.01% 992
2025
Q3 		$242K Sell
1,784
-61
-3% -$7.97K 0.01% 1156
2025
Q2 		$234K Buy
1,845
+1
+0.1% +$118 0.01% 1101
2025
Q1 		$212K Buy
1,844
+260
+16% +$31.5K 0.01% 1072
2024
Q4 		$193K Hold
1,584
– – 0.01% 1070
2024
Q3 		$191K Sell
1,584
-6,675
-81% -$770K 0.01% 1033
2024
Q2 		$928K Sell
8,259
-2,281
-22% -$247K 0.03% 438
2024
Q1 		$1.15M Sell
10,540
-1,608
-13% -$167K 0.04% 378
2023
Q4 		$1.22M Buy
12,148
+152
+1% +$14.2K 0.05% 317
2023
Q3 		$1.08M Sell
11,996
-383
-3% -$36K 0.05% 312
2023
Q2 		$1.16M Sell
12,379
-82
-0.7% -$7.28K 0.06% 305
2023
Q1 		$1.09M Sell
12,461
-8,146
-40% -$700K 0.06% 300
2022
Q4 		$1.7M Buy
20,607
+2,821
+16% +$232K 0.1% 196
2022
Q3 		$1.44M Hold
17,786
– – 0.1% 203
2022
Q2 		$1.44M Buy
+17,786
New +$1.56M 0.1% 203
2021
Q4 		$2.04M Sell
19,194
-1,119
-6% -$115K 0.12% 168
2021
Q3 		$1.95M Buy
20,313
+1,713
+9% +$169K 0.06% 295
2021
Q2 		$1.78M Sell
18,600
-28
-0.2% -$2.59K 0.06% 313
2021
Q1 		$1.64M Buy
+18,628
New +$1.59M 0.06% 295

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

Harbour Investments's SUSA Position: Q2 2026 in Review

Harbour Investments increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.06% in Q2 2026, buying an estimated $443 and bringing the position to 5,261 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #896.

Harbour Investments first reported a position in SUSA in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.04M in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Harbour Investments held 5,261 shares of iShares ESG Optimized MSCI USA ETF worth $812K as of Q2 2026.
  • Harbour Investments bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #896 holding.
  • Harbour Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares ESG Optimized MSCI USA ETF position peaked at $2.04M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.