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Kelman-Lazarov Inc’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kelman-Lazarov Inc’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 		$347K Sell
2,630
-57
-2% -$7.9K 0.05% 106
2025
Q4 		$374K Buy
2,687
+1
+0% +$138 0.05% 105
2025
Q3 		$364K Sell
2,686
-37
-1% -$4.83K 0.05% 105
2025
Q2 		$345K Hold
2,723
– – 0.06% 93
2025
Q1 		$313K Buy
2,723
+988
+57% +$120K 0.06% 90
2024
Q4 		$211K Hold
1,735
– – 0.04% 108
2024
Q3 		$209K Sell
1,735
-531
-23% -$61.3K 0.04% 108
2024
Q2 		$255K Sell
2,266
-61
-3% -$6.61K 0.05% 95
2024
Q1 		$254K Sell
2,327
-50
-2% -$5.21K 0.05% 93
2023
Q4 		$239K Sell
2,377
-12
-0.5% -$1.12K 0.05% 92
2023
Q3 		$215K Sell
2,389
-1
-0% -$94 0.05% 95
2023
Q2 		$224K Sell
2,390
-13
-0.5% -$1.16K 0.05% 94
2023
Q1 		$211K Buy
+2,403
New +$206K 0.05% 92
2022
Q4 		– Sell
-3,267
Closed -$248K – 95
2022
Q3 		$248K Sell
3,267
-392
-11% -$33.3K 0.08% 78
2022
Q2 		$295K Buy
3,659
+552
+18% +$48.5K 0.1% 70
2022
Q1 		$301K Buy
3,107
+152
+5% +$14.7K 0.1% 67
2021
Q4 		$314K Sell
2,955
-226
-7% -$23.2K 0.1% 66
2021
Q3 		$305K Buy
3,181
+1,018
+47% +$101K 0.11% 65
2021
Q2 		$207K Buy
+2,163
New +$200K 0.07% 82

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 $8.18B AUM 28.28% 1-Year Est. Return

Kelman-Lazarov Inc's SUSA Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.1% in Q1 2026, selling an estimated $7.9K and leaving 2,630 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #106.

Kelman-Lazarov Inc first reported a position in SUSA in Q2 2021 and has held it in 19 quarters since. The position peaked at $374K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Kelman-Lazarov Inc held 2,630 shares of iShares ESG Optimized MSCI USA ETF worth $347K as of Q1 2026.
  • Kelman-Lazarov Inc sold 57 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $7.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #106 holding.
  • Kelman-Lazarov Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
  • Kelman-Lazarov Inc's iShares ESG Optimized MSCI USA ETF position peaked at $374K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.