High Probability Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

High Probability Advisors’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	$399K	Buy	2,585 +4	+0.2%	+$591	0.04%	52
2026 Q1	$341K	Buy	2,581 +7	+0.3%	+$971	0.04%	51
2025 Q4	$359K	Buy	2,574 +6	+0.2%	+$828	0.05%	54
2025 Q3	$348K	Sell	2,568 -12	-0.5%	-$1.57K	0.05%	52
2025 Q2	$327K	Buy	2,580 +112	+5%	+$13.2K	0.05%	49
2025 Q1	$283K	Buy	+2,468	New	+$299K	0.05%	50

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

High Probability Advisors's SUSA Position: Q2 2026 in Review

High Probability Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q2 2026, buying an estimated $591 and bringing the position to 2,585 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #52.

High Probability Advisors first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

High Probability Advisors held 2,585 shares of iShares ESG Optimized MSCI USA ETF worth $399K as of Q2 2026.
High Probability Advisors bought 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $591.
iShares ESG Optimized MSCI USA ETF made up 0.04% of High Probability Advisors's portfolio in Q2 2026, its #52 holding.
High Probability Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on High Probability Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.