Jim Simons
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Jim Simons’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Jim Simons’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
2025
Q3 		– Sell
-1,700
Closed -$215K – 3903
2025
Q2 		$215K Sell
1,700
-10,500
-86% -$1.24M ﹤0.01% 3150
2025
Q1 		$1.4M Sell
12,200
-1,000
-8% -$121K ﹤0.01% 2205
2024
Q4 		$1.6M Buy
13,200
+6,800
+106% +$834K ﹤0.01% 2193
2024
Q3 		$770K Sell
6,400
-8,300
-56% -$957K ﹤0.01% 2590
2024
Q2 		$1.65M Sell
14,700
-16,200
-52% -$1.76M ﹤0.01% 1994
2024
Q1 		$3.37M Buy
30,900
+19,100
+162% +$1.99M 0.01% 1679
2023
Q4 		$1.19M Buy
11,800
+4,200
+55% +$392K ﹤0.01% 2294
2023
Q3 		$684K Buy
7,600
+3,200
+73% +$301K ﹤0.01% 2554
2023
Q2 		$412K Buy
+4,400
New +$391K ﹤0.01% 2979
2022
Q1 		– Sell
-10,600
Closed -$1.13M – 4451
2021
Q4 		$1.13M Sell
10,600
-1,100
-9% -$113K ﹤0.01% 2557
2021
Q3 		$1.12M Buy
+11,700
New +$1.16M ﹤0.01% 2484
2020
Q1 		– Sell
-3,800
Closed -$255K – 3777
2019
Q4 		$255K Buy
+3,800
New +$243K ﹤0.01% 3114

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's SUSA Position: Q3 2025 in Review

Jim Simons sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 1,700 shares — an estimated $215K sold.

Jim Simons first reported a position in SUSA in Q4 2019 and held it in 12 quarters. The position peaked at $3.37M in Q1 2024. 498 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Jim Simons reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 1,700 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $215K.
  • Jim Simons first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 12 quarters.
  • Jim Simons's iShares ESG Optimized MSCI USA ETF position peaked at $3.37M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.