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 Q2	$131K	Hold	850	–	–	0.01%	333
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 $1.55T 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 29.18% 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

Howe & Rusling's SUSA Position: Q2 2026 in Review

Howe & Rusling held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 850 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #333.

Howe & Rusling first reported a position in SUSA in Q1 2020 and has held it in 26 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Howe & Rusling held 850 shares of iShares ESG Optimized MSCI USA ETF worth $131K as of Q2 2026.
Howe & Rusling left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #333 holding.
Howe & Rusling first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.