TRCT
SUSA icon

Tower Research Capital (TRC)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tower Research Capital (TRC)’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
Q1 		$133K Sell
1,005
-1,071
-52% -$149K ﹤0.01% 1958
2025
Q4 		$289K Buy
+2,076
New +$287K 0.01% 1170
2025
Q3 		– Sell
-3,333
Closed -$422K – 5620
2025
Q2 		$422K Buy
3,333
+767
+30% +$90.4K 0.01% 1129
2025
Q1 		$295K Buy
+2,566
New +$311K 0.01% 1155
2024
Q4 		– Sell
-1,491
Closed -$179K – 5996
2024
Q3 		$179K Sell
1,491
-4,762
-76% -$549K ﹤0.01% 1726
2024
Q2 		$703K Buy
6,253
+2,618
+72% +$284K 0.01% 1045
2024
Q1 		$397K Buy
3,635
+2,398
+194% +$250K 0.01% 998
2023
Q4 		$124K Buy
1,237
+757
+158% +$70.6K ﹤0.01% 2472
2023
Q3 		$43.2K Sell
480
-4,892
-91% -$460K ﹤0.01% 2675
2023
Q2 		$503K Buy
5,372
+3,180
+145% +$282K 0.02% 976
2023
Q1 		$192K Sell
2,192
-8,604
-80% -$739K 0.01% 1390
2022
Q4 		$889K Buy
10,796
+8,698
+415% +$716K 0.04% 425
2022
Q3 		$159K Buy
+2,098
New +$178K ﹤0.01% 2148
2022
Q2 		– Sell
-480
Closed -$46K – 6504
2022
Q1 		$46K Sell
480
-1,449
-75% -$140K ﹤0.01% 2806
2021
Q4 		$205K Sell
1,929
-3,878
-67% -$399K ﹤0.01% 1754
2021
Q3 		$557K Buy
5,807
+556
+11% +$54.9K 0.01% 910
2021
Q2 		$502K Sell
5,251
-25,903
-83% -$2.4M 0.01% 1188
2021
Q1 		$2.74M Buy
+31,154
New +$2.66M 0.05% 374
2020
Q4 		– Sell
-43,832
Closed -$3.22M – 5398
2020
Q3 		$3.22M Buy
43,832
+38,174
+675% +$2.76M 0.04% 175
2020
Q2 		$378K Buy
+5,658
New +$354K 0.02% 1252
2020
Q1 		– Sell
-1,838
Closed -$123K – 3853
2019
Q4 		$123K Buy
1,838
+78
+4% +$4.99K 0.01% 831
2019
Q3 		$109K Buy
1,760
+634
+56% +$38.8K 0.01% 1297
2019
Q2 		$69K Buy
1,126
+50
+5% +$2.99K ﹤0.01% 1402
2019
Q1 		$64K Buy
+1,076
New +$60.6K ﹤0.01% 1650
2015
Q1 		– Sell
-64
Closed -$3K – 4912
2014
Q4 		$3K Buy
+64
New +$2.69K ﹤0.01% 3158

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Tower Research Capital (TRC)'s SUSA Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 52% in Q1 2026, selling an estimated $149K and leaving 1,005 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Tower Research Capital (TRC) first reported a position in SUSA in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.22M in Q3 2020. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Tower Research Capital (TRC) held 1,005 shares of iShares ESG Optimized MSCI USA ETF worth $133K as of Q1 2026.
  • Tower Research Capital (TRC) sold 1,071 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $149K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1958 holding.
  • Tower Research Capital (TRC) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 25 quarters since.
  • Tower Research Capital (TRC)'s iShares ESG Optimized MSCI USA ETF position peaked at $3.22M in Q3 2020.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.