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Lenox Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lenox Wealth 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
2022
Q1 		$51K Hold
538
– – 0.01% 248
2021
Q4 		$57K Hold
538
– – 0.01% 242
2021
Q3 		$52K Hold
538
– – 0.01% 227
2021
Q2 		$51K Hold
538
– – 0.01% 231
2021
Q1 		$47K Buy
+538
New +$45.9K 0.01% 195

Other funds holding SUSA

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's SUSA Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2022 at 538 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #248.

Lenox Wealth Advisors first reported a position in SUSA in Q1 2021 and has held it in 5 quarters since. The position peaked at $57K in Q4 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • Lenox Wealth Advisors held 538 shares of iShares ESG Optimized MSCI USA ETF worth $51K as of Q1 2022.
  • Lenox Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2022.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #248 holding.
  • Lenox Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $57K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.