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

Lantz Financial’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
2023
Q3 		– Sell
-2,218
Closed -$208K – 194
2023
Q2 		$208K Sell
2,218
-731
-25% -$64.9K 0.08% 182
2023
Q1 		$259K Sell
2,949
-1,890
-39% -$162K 0.11% 151
2022
Q4 		$398K Sell
4,839
-1,692
-26% -$139K 0.18% 118
2022
Q3 		$496K Buy
+6,531
New +$556K 0.26% 93

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lantz Financial's SUSA Position: Q3 2023 in Review

Lantz Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2023, closing a stake of 2,218 shares — an estimated $208K sold.

Lantz Financial first reported a position in SUSA in Q3 2022 and held it in 4 quarters. The position peaked at $496K in Q3 2022. 420 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

  • Lantz Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Lantz Financial sold 2,218 iShares ESG Optimized MSCI USA ETF shares in Q3 2023, an estimated $208K.
  • Lantz Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and held it in 4 quarters.
  • Lantz Financial's iShares ESG Optimized MSCI USA ETF position peaked at $496K in Q3 2022.
  • 420 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

Based on Lantz Financial's 13F filing for Q3 2023, filed 20 Oct 2023.