Moisand Fitzgerald Tamayo’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.86K	Hold	25	–	–	﹤0.01%	459
2026 Q1	$3.3K	Hold	25	–	–	﹤0.01%	441
2025 Q4	$3.48K	Hold	25	–	–	﹤0.01%	436
2025 Q3	$3.39K	Hold	25	–	–	﹤0.01%	465
2025 Q2	$3.17K	Hold	25	–	–	﹤0.01%	459
2025 Q1	$2.87K	Hold	25	–	–	﹤0.01%	464
2024 Q4	$3.04K	Hold	25	–	–	﹤0.01%	473
2024 Q3	$3.01K	Hold	25	–	–	﹤0.01%	487
2024 Q2	$2.81K	Hold	25	–	–	﹤0.01%	464
2024 Q1	$2.73K	Hold	25	–	–	﹤0.01%	462
2023 Q4	$2.51K	Hold	25	–	–	﹤0.01%	513
2023 Q3	$2.25K	Buy	+25	New	+$2.35K	﹤0.01%	541

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

Moisand Fitzgerald Tamayo's SUSA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 25 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Moisand Fitzgerald Tamayo first reported a position in SUSA in Q3 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Moisand Fitzgerald Tamayo held 25 shares of iShares ESG Optimized MSCI USA ETF worth $3.86K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #459 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.