LWMG
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Levy Wealth Management Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Levy Wealth Management Group’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
2024
Q2 		$1.56M Buy
13,903
+1,905
+16% +$206K 0.4% 29
2024
Q1 		$1.21M Hold
11,998
– – 0.34% 36
2023
Q4 		$1.21M Sell
11,998
-6,321
-35% -$590K 0.34% 36
2023
Q3 		$1.65M Buy
18,319
+2,601
+17% +$245K 0.51% 27
2023
Q2 		$1.47M Buy
15,718
+1,368
+10% +$122K 0.44% 31
2023
Q1 		$1.26M Buy
14,350
+3,714
+35% +$319K 0.39% 33
2022
Q4 		$876K Sell
10,636
-241
-2% -$19.9K 0.29% 38
2022
Q3 		$826K Buy
10,877
+3,440
+46% +$293K 0.36% 32
2022
Q2 		$600K Buy
7,437
+4,322
+139% +$379K 0.27% 36
2022
Q1 		$302K Buy
+3,115
New +$302K 0.13% 53

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return