Rehmann Capital Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Rehmann Capital Advisory Group’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	$885K	Sell	5,733 -207	-3%	-$30.6K	0.04%	298
2026 Q1	$785K	Sell	5,940 -1,093	-16%	-$152K	0.04%	291
2025 Q4	$980K	Buy	7,033 +5,242	+293%	+$724K	0.05%	247
2025 Q3	$243K	Buy	+1,791	New	+$234K	0.01%	567
2019 Q3	–	Sell	-696	Closed	-$42.4K	–	2078
2019 Q2	$42.4K	Hold	696	–	–	0.01%	901
2019 Q1	$41.1K	Buy	+696	New	+$39.2K	0.01%	886
2018 Q4	–	Sell	-696	Closed	-$41.5K	–	2093
2018 Q3	$41.5K	Hold	696	–	–	0.01%	869
2018 Q2	$39.3K	Hold	696	–	–	0.01%	868
2018 Q1	$39K	Buy	+696	New	+$39.6K	0.01%	851

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

Rehmann Capital Advisory Group's SUSA Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.5% in Q2 2026, selling an estimated $30.6K and leaving 5,733 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #298.

Rehmann Capital Advisory Group first reported a position in SUSA in Q1 2018 and has held it in 9 quarters since. The position peaked at $980K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Rehmann Capital Advisory Group held 5,733 shares of iShares ESG Optimized MSCI USA ETF worth $885K as of Q2 2026.
Rehmann Capital Advisory Group sold 207 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $30.6K.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #298 holding.
Rehmann Capital Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 9 quarters since.
Rehmann Capital Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $980K in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.