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Harfst & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Harfst & Associates’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 		$264K Hold
1,711
– – 0.04% 108
2026
Q1 		$226K Hold
1,711
– – 0.04% 120
2025
Q4 		$238K Sell
1,711
-100
-6% -$13.8K 0.04% 107
2025
Q3 		$246K Sell
1,811
-80
-4% -$10.4K 0.05% 103
2025
Q2 		$240K Hold
1,891
– – 0.05% 90
2025
Q1 		$217K Sell
1,891
-225
-11% -$27.3K 0.05% 114
2024
Q4 		$257K Sell
2,116
-125
-6% -$15.3K 0.05% 81
2024
Q3 		$270K Sell
2,241
-25
-1% -$2.88K 0.06% 89
2024
Q2 		$255K Hold
2,266
– – 0.06% 99
2024
Q1 		$247K Hold
2,266
– – 0.06% 99
2023
Q4 		$228K Hold
2,266
– – 0.06% 86
2023
Q3 		$204K Hold
2,266
– – 0.06% 88
2023
Q2 		$212K Sell
2,266
-250
-10% -$22.2K 0.06% 88
2023
Q1 		$221K Sell
2,516
-350
-12% -$30.1K 0.06% 96
2022
Q4 		$236K Hold
2,866
– – 0.07% 98
2022
Q3 		$218K Hold
2,866
– – 0.07% 99
2022
Q2 		$231K Hold
2,866
– – 0.07% 107
2022
Q1 		$277K Hold
2,866
– – 0.06% 111
2021
Q4 		$304K Hold
2,866
– – 0.08% 104
2021
Q3 		$274K Hold
2,866
– – 0.08% 113
2021
Q2 		$273K Buy
2,866
+472
+20% +$43.7K 0.08% 117
2021
Q1 		$210K Buy
+2,394
New +$204K 0.06% 137
2017
Q3 		– Sell
-2,444
Closed -$124K – 197
2017
Q2 		$124K Hold
2,444
– – 0.05% 117
2017
Q1 		$120K Buy
+2,444
New +$117K 0.05% 103
2016
Q1 		– Sell
-3,000
Closed -$125K – 224
2015
Q4 		$125K Hold
3,000
– – 0.05% 120
2015
Q3 		$118K Hold
3,000
– – 0.05% 118
2015
Q2 		$128K Buy
+3,000
New +$131K 0.07% 107

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

Harfst & Associates's SUSA Position: Q2 2026 in Review

Harfst & Associates held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,711 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #108.

Harfst & Associates first reported a position in SUSA in Q2 2015 and has held it in 27 quarters since. The position peaked at $304K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Harfst & Associates held 1,711 shares of iShares ESG Optimized MSCI USA ETF worth $264K as of Q2 2026.
  • Harfst & Associates left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Harfst & Associates's portfolio in Q2 2026, its #108 holding.
  • Harfst & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and has held it in 27 quarters since.
  • Harfst & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $304K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.