Running Point Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$59.4K	Sell	426 -69	-14%	-$9.53K	0.02%	146
2025 Q3	$67.1K	Hold	495	–	–	0.02%	147
2025 Q2	$62.7K	Hold	495	–	–	0.02%	139
2025 Q1	$56.9K	Hold	495	–	–	0.02%	133
2024 Q4	$60.2K	Hold	495	–	–	0.02%	121
2024 Q3	$59.6K	Hold	495	–	–	0.02%	111
2024 Q2	$55.6K	Hold	495	–	–	0.02%	109
2024 Q1	$54K	Hold	495	–	–	0.02%	109
2023 Q4	$49.8K	Hold	495	–	–	0.02%	119
2023 Q3	$44.5K	Hold	495	–	–	0.03%	116
2023 Q2	$46.4K	Hold	495	–	–	0.03%	116
2023 Q1	$43.4K	Hold	495	–	–	0.03%	112
2022 Q4	$40.7K	Buy	+495	New	+$40.8K	0.03%	166

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 29.2% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

Running Point Capital Advisors's SUSA Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q4 2025, selling an estimated $9.53K and leaving 426 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #146.

Running Point Capital Advisors first reported a position in SUSA in Q4 2022 and has held it in 13 quarters since. The position peaked at $67.1K in Q3 2025. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

Running Point Capital Advisors held 426 shares of iShares ESG Optimized MSCI USA ETF worth $59.4K as of Q4 2025.
Running Point Capital Advisors sold 69 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $9.53K.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Running Point Capital Advisors's portfolio in Q4 2025, its #146 holding.
Running Point Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
Running Point Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $67.1K in Q3 2025.
536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.