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Red Lighthouse Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Red Lighthouse Investment Management’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
Q1 		– Sell
-52
Closed -$7.29K – 104
2025
Q4 		$7.29K Hold
52
– – ﹤0.01% 89
2025
Q3 		$7.1K Hold
52
– – ﹤0.01% 112
2025
Q2 		$6.63K Sell
52
-77
-60% -$9.08K ﹤0.01% 112
2025
Q1 		$14.1K Buy
129
+77
+148% +$9.34K 0.01% 103
2024
Q4 		$6.36K Hold
52
– – ﹤0.01% 109
2024
Q3 		$6.3K Buy
+52
New +$6K ﹤0.01% 105

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Red Lighthouse Investment Management's SUSA Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 52 shares — an estimated $7.29K sold.

Red Lighthouse Investment Management first reported a position in SUSA in Q3 2024 and held it in 6 quarters. The position peaked at $14.1K in Q1 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Red Lighthouse Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Red Lighthouse Investment Management sold 52 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $7.29K.
  • Red Lighthouse Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 6 quarters.
  • Red Lighthouse Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $14.1K in Q1 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.