Howe & Rusling’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Howe & Rusling’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 Q1	$112K	Hold	850	–	–	0.01%	321
2025 Q4	$118K	Hold	850	–	–	0.01%	323
2025 Q3	$115K	Hold	850	–	–	0.01%	312
2025 Q2	$108K	Hold	850	–	–	0.01%	313
2025 Q1	$97.6K	Hold	850	–	–	0.01%	300
2024 Q4	$103K	Hold	850	–	–	0.01%	282
2024 Q3	$102K	Hold	850	–	–	0.01%	272
2024 Q2	$95.5K	Hold	850	–	–	0.01%	265
2024 Q1	$92.8K	Hold	850	–	–	0.01%	268
2023 Q4	$85.4K	Hold	850	–	–	0.01%	253
2023 Q3	$76.5K	Hold	850	–	–	0.01%	242
2023 Q2	$79.6K	Hold	850	–	–	0.01%	249
2023 Q1	$74.6K	Hold	850	–	–	0.01%	233
2022 Q4	$70K	Hold	850	–	–	0.01%	225
2022 Q3	$65K	Hold	850	–	–	0.01%	295
2022 Q2	$69K	Hold	850	–	–	0.01%	279
2022 Q1	$82K	Hold	850	–	–	0.01%	272
2021 Q4	$90K	Hold	850	–	–	0.01%	259
2021 Q3	$82K	Hold	850	–	–	0.01%	255
2021 Q2	$81K	Hold	850	–	–	0.01%	256
2021 Q1	$75K	Hold	850	–	–	0.01%	263
2020 Q4	$70K	Hold	850	–	–	0.01%	258
2020 Q3	$63K	Sell	850 -130	-13%	-$9.39K	0.01%	250
2020 Q2	$66K	Buy	980 +340	+53%	+$21.3K	0.01%	227
2020 Q1	$35K	Buy	+640	New	+$41K	0.01%	290

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Howe & Rusling's SUSA Position: Q1 2026 in Review

Howe & Rusling held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 850 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #321.

Howe & Rusling first reported a position in SUSA in Q1 2020 and has held it in 25 quarters since. The position peaked at $118K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Howe & Rusling held 850 shares of iShares ESG Optimized MSCI USA ETF worth $112K as of Q1 2026.
Howe & Rusling left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #321 holding.
Howe & Rusling first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
Howe & Rusling's iShares ESG Optimized MSCI USA ETF position peaked at $118K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.