Investors Research Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Investors Research Corp’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	$145K	Buy	940 +22	+2%	+$3.25K	0.03%	294
2026 Q1	$121K	Buy	918 +101	+12%	+$14K	0.02%	312
2025 Q4	$114K	Buy	817 +99	+14%	+$13.7K	0.02%	351
2025 Q3	$97.4K	Buy	718 +73	+11%	+$9.53K	0.02%	371
2025 Q2	$81.8K	Buy	645 +52	+9%	+$6.13K	0.02%	406
2025 Q1	$68.1K	Hold	593	–	–	0.01%	422
2024 Q4	$72.1K	Hold	593	–	–	0.02%	430
2024 Q3	$71.4K	Hold	593	–	–	0.02%	439
2024 Q2	$66.6K	Hold	593	–	–	0.02%	454
2024 Q1	$64.7K	Hold	593	–	–	0.02%	464
2023 Q4	$59.6K	Buy	593 +92	+18%	+$8.58K	0.01%	491
2023 Q3	$45.1K	Buy	501 +70	+16%	+$6.59K	0.01%	529
2023 Q2	$40.4K	Hold	431	–	–	0.01%	541
2023 Q1	$37.8K	Hold	431	–	–	0.01%	565
2022 Q4	$35.5K	Hold	431	–	–	0.01%	571
2022 Q3	$33K	Buy	431 +106	+33%	+$9.02K	0.01%	570
2022 Q2	$26K	Buy	325 +187	+136%	+$16.4K	0.01%	608
2022 Q1	$13K	Buy	+138	New	+$13.4K	﹤0.01%	729

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 29.2% 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

Investors Research Corp's SUSA Position: Q2 2026 in Review

Investors Research Corp increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.4% in Q2 2026, buying an estimated $3.25K and bringing the position to 940 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #294.

Investors Research Corp first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Investors Research Corp held 940 shares of iShares ESG Optimized MSCI USA ETF worth $145K as of Q2 2026.
Investors Research Corp bought 22 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.25K.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #294 holding.
Investors Research Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.