Refined Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Refined Wealth 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 Q2	–	Sell	-1,787	Closed	-$236K	–	51
2026 Q1	$236K	Sell	1,787 -25	-1%	-$3.47K	0.15%	40
2025 Q4	$252K	Sell	1,812 -21	-1%	-$2.9K	0.17%	36
2025 Q3	$249K	Hold	1,833	–	–	0.16%	29
2025 Q2	$232K	Hold	1,833	–	–	0.16%	25
2025 Q1	$211K	Hold	1,833	–	–	0.17%	24
2024 Q4	$223K	Hold	1,833	–	–	0.17%	23
2024 Q3	$221K	Hold	1,833	–	–	0.17%	23
2024 Q2	$206K	Hold	1,833	–	–	0.16%	23
2024 Q1	$200K	Buy	+1,833	New	+$191K	0.14%	26

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

Refined Wealth Management's SUSA Position: Q2 2026 in Review

Refined Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 1,787 shares — an estimated $236K sold.

Refined Wealth Management first reported a position in SUSA in Q1 2024 and held it in 9 quarters. The position peaked at $252K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Refined Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Refined Wealth Management sold 1,787 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $236K.
Refined Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and held it in 9 quarters.
Refined Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $252K in Q4 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.