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Harbour Trust & Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Harbour Trust & Investment Management’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 		$243K Buy
1,574
+10
+0.6% +$1.48K 0.02% 143
2026
Q1 		$207K Hold
1,564
– – 0.02% 151
2025
Q4 		$218K Hold
1,564
– – 0.02% 145
2025
Q3 		$212K Buy
+1,564
New +$204K 0.02% 152

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

Harbour Trust & Investment Management's SUSA Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.64% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,574 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #143.

Harbour Trust & Investment Management first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Harbour Trust & Investment Management held 1,574 shares of iShares ESG Optimized MSCI USA ETF worth $243K as of Q2 2026.
  • Harbour Trust & Investment Management bought 10 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.48K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #143 holding.
  • Harbour Trust & Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.