Realta Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Realta Investment Advisors’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	$617	Hold	4	–	–	﹤0.01%	362
2026 Q1	$528	Buy	+4	New	+$555	﹤0.01%	350
2023 Q4	–	Sell	-665	Closed	-$62.3K	–	762
2023 Q3	$62.3K	Hold	665	–	–	0.01%	514
2023 Q2	$62.3K	Buy	+665	New	+$59.1K	0.01%	543
2023 Q1	–	Sell	-449	Closed	-$37K	–	787
2022 Q4	$37K	Buy	+449	New	+$37K	0.01%	578

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

Realta Investment Advisors's SUSA Position: Q2 2026 in Review

Realta Investment Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Realta Investment Advisors first reported a position in SUSA in Q4 2022 and has held it in 5 quarters since. The position peaked at $62.3K in Q3 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Realta Investment Advisors held 4 shares of iShares ESG Optimized MSCI USA ETF worth $617 as of Q2 2026.
Realta Investment Advisors 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 Realta Investment Advisors's portfolio in Q2 2026, its #362 holding.
Realta Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 5 quarters since.
Realta Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $62.3K in Q3 2023.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.