RPC
SUSA icon

Rossmore Private Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Rossmore Private Capital’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 		$78.5K Hold
509
– – 0.01% 324
2026
Q1 		$67.2K Hold
509
– – 0.01% 316
2025
Q4 		$70.9K Hold
509
– – 0.01% 314
2025
Q3 		$69K Buy
+509
New +$66.5K 0.01% 286

Other funds holding SUSA

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $187M AUM 21.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rossmore Private Capital's SUSA Position: Q2 2026 in Review

Rossmore Private Capital held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 509 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #324.

Rossmore Private Capital first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Rossmore Private Capital held 509 shares of iShares ESG Optimized MSCI USA ETF worth $78.5K as of Q2 2026.
  • Rossmore Private Capital 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 Rossmore Private Capital's portfolio in Q2 2026, its #324 holding.
  • Rossmore Private Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.