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Retirement Income Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Retirement Income Solutions’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 		$212K Hold
1,606
– – 0.04% 161
2026
Q1 		$212K Hold
1,606
– – 0.04% 162
2025
Q4 		$224K Sell
1,606
-274
-15% -$37.8K 0.04% 156
2025
Q3 		$255K Buy
1,880
+273
+17% +$35.7K 0.04% 143
2025
Q2 		$204K Buy
+1,607
New +$189K 0.04% 151
2024
Q2 		– Sell
-6,428
Closed -$702K – 157
2024
Q1 		$702K Hold
6,428
– – 0.16% 64
2023
Q4 		$646K Hold
6,428
– – 0.16% 61
2023
Q3 		$578K Sell
6,428
-335
-5% -$31.5K 0.16% 62
2023
Q2 		$633K Buy
6,763
+274
+4% +$24.3K 0.17% 65
2023
Q1 		$570K Sell
6,489
-932
-13% -$80.1K 0.17% 67
2022
Q4 		$611K Buy
7,421
+4,820
+185% +$397K 0.19% 58
2022
Q3 		$200K Hold
2,601
– – 0.07% 109
2022
Q2 		$210K Sell
2,601
-1,176
-31% -$103K 0.07% 107
2022
Q1 		$366K Sell
3,777
-3,202
-46% -$310K 0.1% 77
2021
Q4 		$742K Buy
+6,979
New +$717K 0.2% 45

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

Retirement Income Solutions's SUSA Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,606 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #161.

Retirement Income Solutions first reported a position in SUSA in Q4 2021 and has held it in 15 quarters since. The position peaked at $742K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Retirement Income Solutions held 1,606 shares of iShares ESG Optimized MSCI USA ETF worth $212K as of Q2 2026.
  • Retirement Income Solutions left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #161 holding.
  • Retirement Income Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • Retirement Income Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $742K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.