RZH
SUSA icon

Relyea Zuckerberg Hanson’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Relyea Zuckerberg Hanson’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 		$3.66M Sell
23,724
-136
-0.6% -$20.1K 0.31% 54
2026
Q1 		$3.15M Hold
23,860
– – 0.32% 51
2025
Q4 		$3.32M Sell
23,860
-2,490
-9% -$344K 0.34% 51
2025
Q3 		$3.57M Sell
26,350
-760
-3% -$99.3K 0.38% 48
2025
Q2 		$3.44M Sell
27,110
-1,123
-4% -$132K 0.4% 45
2025
Q1 		$3.24M Hold
28,233
– – 0.44% 43
2024
Q4 		$3.43M Buy
28,233
+113
+0.4% +$13.9K 0.46% 42
2024
Q3 		$3.38M Sell
28,120
-1,673
-6% -$193K 0.52% 36
2024
Q2 		$3.35M Sell
29,793
-619
-2% -$67.1K 0.56% 29
2024
Q1 		$3.32M Sell
30,412
-327
-1% -$34.1K 0.58% 32
2023
Q4 		$3.09M Sell
30,739
-1,761
-5% -$164K 0.6% 31
2023
Q3 		$2.92M Sell
32,500
-2,527
-7% -$238K 0.67% 30
2023
Q2 		$3.28M Buy
35,027
+623
+2% +$55.3K 0.74% 24
2023
Q1 		$3.02M Buy
34,404
+47
+0.1% +$4.04K 0.74% 27
2022
Q4 		$2.83M Buy
34,357
+1,984
+6% +$163K 0.81% 23
2022
Q3 		$2.46M Buy
32,373
+1,846
+6% +$157K 0.89% 21
2022
Q2 		$2.46M Buy
30,527
+17,733
+139% +$1.56M 0.92% 23
2022
Q1 		$1.21M Buy
12,794
+434
+4% +$42.1K 0.4% 42
2021
Q4 		$1.19M Buy
12,360
+32
+0.3% +$3.29K 0.43% 44
2021
Q3 		$1.18M Buy
12,328
+451
+4% +$44.6K 0.46% 36
2021
Q2 		$1.14M Buy
11,877
+23
+0.2% +$2.13K 0.47% 35
2021
Q1 		$1.1M Buy
11,854
+31
+0.3% +$2.65K 0.48% 34
2020
Q4 		$973K Buy
11,823
+35
+0.3% +$2.74K 0.52% 34
2020
Q3 		$905K Buy
11,788
+846
+8% +$61.1K 0.58% 33
2020
Q2 		$732K Buy
+10,942
New +$685K 0.58% 35

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Relyea Zuckerberg Hanson's SUSA Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.57% in Q2 2026, selling an estimated $20.1K and leaving 23,724 shares worth $3.66M. The position accounts for 0.31% of the portfolio, ranked #54.

Relyea Zuckerberg Hanson first reported a position in SUSA in Q2 2020 and has held it in 25 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Relyea Zuckerberg Hanson held 23,724 shares of iShares ESG Optimized MSCI USA ETF worth $3.66M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 136 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $20.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.31% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #54 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.