Leavell Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Leavell Investment Management’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	$332K	Hold	2,150	–	–	0.01%	514
2026 Q1	$284K	Hold	2,150	–	–	0.01%	530
2025 Q4	$300K	Hold	2,150	–	–	0.01%	498
2025 Q3	$292K	Hold	2,150	–	–	0.01%	506
2025 Q2	$273K	Hold	2,150	–	–	0.01%	507
2025 Q1	$247K	Hold	2,150	–	–	0.01%	496
2024 Q4	$261K	Hold	2,150	–	–	0.01%	483
2024 Q3	$259K	Hold	2,150	–	–	0.01%	486
2024 Q2	$242K	Hold	2,150	–	–	0.01%	466
2024 Q1	$235K	Hold	2,150	–	–	0.01%	455
2023 Q4	$216K	Buy	+2,150	New	+$201K	0.01%	447
2023 Q3	–	Sell	-2,150	Closed	-$201K	–	463
2023 Q2	$201K	Buy	+2,150	New	+$191K	0.01%	453
2022 Q2	–	Sell	-2,150	Closed	-$208K	–	445
2022 Q1	$208K	Hold	2,150	–	–	0.01%	407
2021 Q4	$228K	Hold	2,150	–	–	0.02%	413
2021 Q3	$206K	Buy	+2,150	New	+$212K	0.02%	391

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

Leavell Investment Management's SUSA Position: Q2 2026 in Review

Leavell Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,150 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #514.

Leavell Investment Management first reported a position in SUSA in Q3 2021 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Leavell Investment Management held 2,150 shares of iShares ESG Optimized MSCI USA ETF worth $332K as of Q2 2026.
Leavell Investment Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #514 holding.
Leavell Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 15 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.