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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
Q3 		$101K Sell
646
-294
-31% -$45.9K 0.02% 329
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Investors Research Corp's SUSA Position: Q3 2026 in Review

Investors Research Corp reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 31% in Q3 2026, selling an estimated $45.9K and leaving 646 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #329.

Investors Research Corp first reported a position in SUSA in Q1 2022 and has held it in 19 quarters since. The position peaked at $145K in Q2 2026. 90 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Investors Research Corp held 646 shares of iShares ESG Optimized MSCI USA ETF worth $101K as of Q3 2026.
  • Investors Research Corp sold 294 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $45.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #329 holding.
  • Investors Research Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 19 quarters since.
  • Investors Research Corp's iShares ESG Optimized MSCI USA ETF position peaked at $145K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.