IMA Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
Other funds holding SUSA
ST
AA
IMA Advisory Services's SUSA Position: Q2 2026 in Review
IMA Advisory Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.35% in Q2 2026, buying an estimated $270K and bringing the position to 524,325 shares worth $80.9M. The position accounts for 5.06% of the portfolio, ranked #1.
IMA Advisory Services first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- IMA Advisory Services held 524,325 shares of iShares ESG Optimized MSCI USA ETF worth $80.9M as of Q2 2026.
- IMA Advisory Services bought 1,831 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $270K.
- iShares ESG Optimized MSCI USA ETF made up 5.06% of IMA Advisory Services's portfolio in Q2 2026, its #1 holding.
- IMA Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
- 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.