Retirement Capital Strategies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Retirement Capital Strategies’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
2025 Q2	–	Sell	-4,347	Closed	-$500K	–	78
2025 Q1	$500K	Sell	4,347 -13,844	-76%	-$1.68M	0.2%	62
2024 Q4	$2.21M	Sell	18,191 -120	-0.7%	-$14.7K	0.84%	29
2024 Q3	$2.2M	Buy	+18,311	New	+$2.11M	0.86%	28
2020 Q4	–	Sell	-5,920	Closed	-$428K	–	74
2020 Q3	$428K	Buy	+5,920	New	+$428K	0.2%	44

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

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

Retirement Capital Strategies's SUSA Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 4,347 shares — an estimated $500K sold.

Retirement Capital Strategies first reported a position in SUSA in Q3 2020 and held it in 4 quarters. The position peaked at $2.21M in Q4 2024. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

Retirement Capital Strategies reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 4,347 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $500K.
Retirement Capital Strategies first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 4 quarters.
Retirement Capital Strategies's iShares ESG Optimized MSCI USA ETF position peaked at $2.21M in Q4 2024.
490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.