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Thoroughbred Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Thoroughbred Financial 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 		$216K Buy
+1,405
New +$207K 0.01% 601
2025
Q1 		– Sell
-1,873
Closed -$227K – 721
2024
Q4 		$227K Hold
1,873
– – 0.01% 622
2024
Q3 		$225K Sell
1,873
-436
-19% -$50.3K 0.01% 592
2024
Q2 		$259K Sell
2,309
-214
-8% -$23.2K 0.02% 538
2024
Q1 		$275K Hold
2,523
– – 0.03% 387
2023
Q4 		$253K Sell
2,523
-250
-9% -$23.3K 0.02% 510
2023
Q3 		$249K Sell
2,773
-564
-17% -$53.1K 0.02% 491
2023
Q2 		$312K Sell
3,337
-280
-8% -$24.9K 0.04% 328
2023
Q1 		$317K Hold
3,617
– – 0.05% 316
2022
Q4 		$297K Sell
3,617
-885
-20% -$72.9K 0.05% 306
2022
Q3 		$341K Sell
4,502
-201
-4% -$17.1K 0.07% 253
2022
Q2 		$379K Sell
4,703
-9,534
-67% -$837K 0.07% 246
2022
Q1 		$1.38M Buy
14,237
+4,808
+51% +$466K 0.23% 109
2021
Q4 		$1M Buy
9,429
+6,962
+282% +$716K 0.21% 112
2021
Q3 		$236K Buy
+2,467
New +$244K 0.06% 281

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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 29.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thoroughbred Financial Services's SUSA Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,405 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in SUSA as recently as Q4 2024.

Thoroughbred Financial Services first reported a position in SUSA in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2022. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Thoroughbred Financial Services held 1,405 shares of iShares ESG Optimized MSCI USA ETF worth $216K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Thoroughbred Financial Services position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #601 holding.
  • Thoroughbred Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 15 quarters since.
  • Thoroughbred Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $1.38M in Q1 2022.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.