Raymond James Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Raymond James Financial’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	$27.6M	Sell	178,987 -19,456	-10%	-$2.87M	0.01%	1337
2026 Q1	$26.2M	Sell	198,443 -408,026	-67%	-$56.6M	0.01%	1284
2025 Q4	$84.5M	Buy	606,469 +426,490	+237%	+$58.9M	0.03%	575
2025 Q3	$24.4M	Sell	179,979 -7,920	-4%	-$1.03M	0.01%	1278
2025 Q2	$23.8M	Sell	187,899 -14,329	-7%	-$1.69M	0.01%	1234
2025 Q1	$23.2M	Sell	202,228 -165,791	-45%	-$20.1M	0.01%	1193
2024 Q4	$44.7M	Buy	+368,019	New	+$45.1M	0.02%	776

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 29.18% 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

Raymond James Financial's SUSA Position: Q2 2026 in Review

Raymond James Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.8% in Q2 2026, selling an estimated $2.87M and leaving 178,987 shares worth $27.6M. The position accounts for 0.01% of the portfolio, ranked #1337.

Raymond James Financial first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.5M in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Raymond James Financial held 178,987 shares of iShares ESG Optimized MSCI USA ETF worth $27.6M as of Q2 2026.
Raymond James Financial sold 19,456 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2.87M.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1337 holding.
Raymond James Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares ESG Optimized MSCI USA ETF position peaked at $84.5M in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.