LBMC Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LBMC Investment 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
2026 Q2	$308K	Buy	+1,994	New	+$294K	0.02%	199

Other funds holding SUSA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

LBMC Investment Advisors's SUSA Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,994 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

LBMC Investment Advisors held 1,994 shares of iShares ESG Optimized MSCI USA ETF worth $308K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new LBMC Investment Advisors position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #199 holding.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.