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International Assets Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

International Assets Investment Management’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 		$17.1K Hold
111
– – ﹤0.01% 1669
2026
Q1 		$14.8K Buy
111
+4
+4% +$555 ﹤0.01% 1584
2025
Q4 		$14.9K Buy
+107
New +$14.8K ﹤0.01% 1557
2024
Q3 		– Sell
-70
Closed -$7.87K – 2565
2024
Q2 		$7.87K Buy
+70
New +$7.59K ﹤0.01% 1736

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

International Assets Investment Management's SUSA Position: Q2 2026 in Review

International Assets Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 111 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

International Assets Investment Management first reported a position in SUSA in Q2 2024 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • International Assets Investment Management held 111 shares of iShares ESG Optimized MSCI USA ETF worth $17.1K as of Q2 2026.
  • International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #1669 holding.
  • International Assets Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 4 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.