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 Q2	$348K	Sell	2,253 -2,269	-50%	-$335K	0.11%	95
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richmond Investment Services's SUSA Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 50% in Q2 2026, selling an estimated $335K and leaving 2,253 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #95.

Richmond Investment Services first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Richmond Investment Services held 2,253 shares of iShares ESG Optimized MSCI USA ETF worth $348K as of Q2 2026.
Richmond Investment Services sold 2,269 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $335K.
iShares ESG Optimized MSCI USA ETF made up 0.11% of Richmond Investment Services's portfolio in Q2 2026, its #95 holding.
Richmond Investment Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's iShares ESG Optimized MSCI USA ETF position peaked at $630K in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.