Red Reef Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Red Reef 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	$840K	Buy	5,445 +10	+0.2%	+$1.48K	0.77%	45
2026 Q1	$718K	Sell	5,435 -26	-0.5%	-$3.6K	0.75%	49
2025 Q4	$761K	Buy	+5,461	New	+$754K	0.77%	43

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

Red Reef Advisors's SUSA Position: Q2 2026 in Review

Red Reef Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.18% in Q2 2026, buying an estimated $1.48K and bringing the position to 5,445 shares worth $840K. The position accounts for 0.77% of the portfolio, ranked #45.

Red Reef Advisors first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Red Reef Advisors held 5,445 shares of iShares ESG Optimized MSCI USA ETF worth $840K as of Q2 2026.
Red Reef Advisors bought 10 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.48K.
iShares ESG Optimized MSCI USA ETF made up 0.77% of Red Reef Advisors's portfolio in Q2 2026, its #45 holding.
Red Reef Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.