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Richmond Investment Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Richmond Investment Services’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 		$597K Hold
4,522
– – 0.1% 133
2025
Q4 		$630K Hold
4,522
– – 0.11% 121
2025
Q3 		$613K Sell
4,522
-140
-3% -$18.3K 0.11% 120
2025
Q2 		$591K Buy
4,662
+2,333
+100% +$275K 0.12% 110
2025
Q1 		$268K Buy
2,329
+2
+0.1% +$242 0.15% 89
2024
Q4 		$283K Buy
+2,327
New +$285K 0.16% 83

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Richmond Investment Services's SUSA Position: Q1 2026 in Review

Richmond Investment Services held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 4,522 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #133.

Richmond Investment Services first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Richmond Investment Services held 4,522 shares of iShares ESG Optimized MSCI USA ETF worth $597K as of Q1 2026.
  • Richmond Investment Services left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of Richmond Investment Services's portfolio in Q1 2026, its #133 holding.
  • Richmond Investment Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Richmond Investment Services's iShares ESG Optimized MSCI USA ETF position peaked at $630K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.