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Investment Research Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Investment Research Partners’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 		$443K Sell
2,873
-7
-0.2% -$1.03K 0.15% 156
2026
Q1 		$380K Hold
2,880
– – 0.15% 149
2025
Q4 		$401K Sell
2,880
-117
-4% -$16.2K 0.17% 144
2025
Q3 		$418K Buy
+2,997
New +$391K 0.19% 127

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Research Partners's SUSA Position: Q2 2026 in Review

Investment Research Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.24% in Q2 2026, selling an estimated $1.03K and leaving 2,873 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #156.

Investment Research Partners first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Investment Research Partners held 2,873 shares of iShares ESG Optimized MSCI USA ETF worth $443K as of Q2 2026.
  • Investment Research Partners sold 7 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.03K.
  • iShares ESG Optimized MSCI USA ETF made up 0.15% of Investment Research Partners's portfolio in Q2 2026, its #156 holding.
  • Investment Research Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.