Natural Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Natural Investments’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	$926K	Buy	6,008 +820	+16%	+$121K	0.2%	103
2026 Q1	$685K	Sell	5,188 -623	-11%	-$86.4K	0.17%	120
2025 Q4	$809K	Buy	+5,811	New	+$802K	0.2%	106
2025 Q3	–	Sell	-3,061	Closed	-$387K	–	289
2025 Q2	$387K	Sell	3,061 -607	-17%	-$71.6K	0.1%	168
2025 Q1	$421K	Buy	3,668 +718	+24%	+$87K	0.12%	156
2024 Q4	$358K	Buy	+2,950	New	+$362K	0.1%	175

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

Natural Investments's SUSA Position: Q2 2026 in Review

Natural Investments increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q2 2026, buying an estimated $121K and bringing the position to 6,008 shares worth $926K. The position accounts for 0.2% of the portfolio, ranked #103.

Natural Investments first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Natural Investments held 6,008 shares of iShares ESG Optimized MSCI USA ETF worth $926K as of Q2 2026.
Natural Investments bought 820 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $121K.
iShares ESG Optimized MSCI USA ETF made up 0.2% of Natural Investments's portfolio in Q2 2026, its #103 holding.
Natural Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.