Ritholtz Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $632K | Hold |
4,096
| – | – | 0.01% | 770 |
|
|
2026
Q1 | $541K | Hold |
4,096
| – | – | 0.01% | 763 |
|
|
2025
Q4 | $571K | Sell |
4,096
-42
| -1% | -$5.8K | 0.01% | 675 |
|
|
2025
Q3 | $561K | Sell |
4,138
-478
| -10% | -$62.4K | 0.01% | 651 |
|
|
2025
Q2 | $585K | Sell |
4,616
-1,093
| -19% | -$129K | 0.01% | 595 |
|
|
2025
Q1 | $656K | Sell |
5,709
-178
| -3% | -$21.6K | 0.02% | 514 |
|
|
2024
Q4 | $716K | Sell |
5,887
-1,643
| -22% | -$202K | 0.02% | 466 |
|
|
2024
Q3 | $906K | Sell |
7,530
-302
| -4% | -$34.8K | 0.03% | 398 |
|
|
2024
Q2 | $880K | Sell |
7,832
-1,177
| -13% | -$128K | 0.03% | 375 |
|
|
2024
Q1 | $983K | Sell |
9,009
-109
| -1% | -$11.3K | 0.03% | 362 |
|
|
2023
Q4 | $916K | Sell |
9,118
-88
| -1% | -$8.21K | 0.04% | 348 |
|
|
2023
Q3 | $828K | Sell |
9,206
-299
| -3% | -$28.1K | 0.04% | 329 |
|
|
2023
Q2 | $890K | Sell |
9,505
-82
| -0.9% | -$7.28K | 0.04% | 300 |
|
|
2023
Q1 | $841K | Sell |
9,587
-141
| -1% | -$12.1K | 0.04% | 301 |
|
|
2022
Q4 | $801K | Sell |
9,728
-387
| -4% | -$31.9K | 0.04% | 275 |
|
|
2022
Q3 | $768K | Sell |
10,115
-612
| -6% | -$52.1K | 0.04% | 303 |
|
|
2022
Q2 | $866K | Sell |
10,727
-198
| -2% | -$17.4K | 0.05% | 208 |
|
|
2022
Q1 | $1.06M | Sell |
10,925
-2,302
| -17% | -$223K | 0.07% | 172 |
|
|
2021
Q4 | $1.41M | Sell |
13,227
-2,111
| -14% | -$217K | 0.09% | 113 |
|
|
2021
Q3 | $1.47M | Buy |
15,338
+721
| +5% | +$71.2K | 0.1% | 95 |
|
|
2021
Q2 | $1.4M | Sell |
14,617
-630
| -4% | -$58.3K | 0.1% | 95 |
|
|
2021
Q1 | $1.34M | Sell |
15,247
-108
| -0.7% | -$9.21K | 0.11% | 89 |
|
|
2020
Q4 | $1.26M | Buy |
15,355
+1,165
| +8% | +$91.1K | 0.12% | 74 |
|
|
2020
Q3 | $1.04M | Buy |
14,190
+6,986
| +97% | +$505K | 0.12% | 74 |
|
|
2020
Q2 | $482K | Buy |
7,204
+772
| +12% | +$48.3K | 0.06% | 116 |
|
|
2020
Q1 | $353K | Buy |
6,432
+114
| +2% | +$7.31K | 0.06% | 97 |
|
|
2019
Q4 | $423K | Sell |
6,318
-448
| -7% | -$28.6K | 0.06% | 93 |
|
|
2019
Q3 | $418K | Buy |
6,766
+2
| +0% | +$122 | 0.07% | 87 |
|
|
2019
Q2 | $412K | Buy |
6,764
+410
| +6% | +$24.5K | 0.07% | 80 |
|
|
2019
Q1 | $376K | Buy |
6,354
+352
| +6% | +$19.8K | 0.07% | 87 |
|
|
2018
Q4 | $310K | Buy |
6,002
+122
| +2% | +$6.77K | 0.07% | 93 |
|
|
2018
Q3 | $351K | Sell |
5,880
-14
| -0.2% | -$821 | 0.09% | 85 |
|
|
2018
Q2 | $332K | Buy |
5,894
+614
| +12% | +$34.6K | 0.09% | 83 |
|
|
2018
Q1 | $293K | Sell |
5,280
-1,340
| -20% | -$76.2K | 0.08% | 83 |
|
|
2017
Q4 | $368K | Buy |
6,620
+2,312
| +54% | +$125K | 0.11% | 79 |
|
|
2017
Q3 | $225K | Buy |
+4,308
| New | +$223K | 0.08% | 69 |
|
Other funds holding SUSA
ST
IAS
Ritholtz Wealth Management's SUSA Position: Q2 2026 in Review
Ritholtz Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4,096 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #770.
Ritholtz Wealth Management first reported a position in SUSA in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.47M in Q3 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- Ritholtz Wealth Management held 4,096 shares of iShares ESG Optimized MSCI USA ETF worth $632K as of Q2 2026.
- Ritholtz Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
- iShares ESG Optimized MSCI USA ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #770 holding.
- Ritholtz Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2017 and has held it in 36 quarters since.
- Ritholtz Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.47M in Q3 2021.
- 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.