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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Rehmann Capital Advisory Group's SUSA Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q1 2026, selling an estimated $152K and leaving 5,940 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #291.

Rehmann Capital Advisory Group first reported a position in SUSA in Q1 2018 and has held it in 8 quarters since. The position peaked at $980K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Rehmann Capital Advisory Group held 5,940 shares of iShares ESG Optimized MSCI USA ETF worth $785K as of Q1 2026.
Rehmann Capital Advisory Group sold 1,093 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $152K.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #291 holding.
Rehmann Capital Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 8 quarters since.
Rehmann Capital Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $980K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.