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

LexAurum 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 		$255K Sell
1,654
-29
-2% -$4.28K 0.03% 366
2026
Q1 		$222K Buy
+1,683
New +$233K 0.03% 366
2025
Q3 		$228K Buy
1,679
+1
+0.1% +$131 0.03% 347
2025
Q2 		$213K Sell
1,678
-138
-8% -$16.3K 0.03% 339
2025
Q1 		$209K Buy
1,816
+1
+0.1% +$121 0.04% 320
2024
Q4 		$221K Buy
1,815
+2
+0.1% +$245 0.04% 300
2024
Q3 		$218K Sell
1,813
-737
-29% -$85K 0.05% 286
2024
Q2 		$287K Buy
2,550
+1
+0% +$108 0.07% 231
2024
Q1 		$278K Buy
2,549
+107
+4% +$11.1K 0.07% 236
2023
Q4 		$245K Buy
2,442
+3
+0.1% +$280 0.06% 259
2023
Q3 		$219K Sell
2,439
-140
-5% -$13.2K 0.06% 251
2023
Q2 		$241K Buy
2,579
+1
+0% +$89 0.07% 230
2023
Q1 		$226K Buy
2,578
+2
+0.1% +$172 0.08% 225
2022
Q4 		$212K Buy
+2,576
New +$212K 0.08% 226
2022
Q3 		– Sell
-2,576
Closed -$208K – 258
2022
Q2 		$208K Hold
2,576
– – 0.08% 227
2022
Q1 		$249K Hold
2,576
– – 0.08% 218
2021
Q4 		$274K Hold
2,576
– – 0.09% 211
2021
Q3 		$247K Hold
2,576
– – 0.07% 245
2021
Q2 		$246K Sell
2,576
-100
-4% -$9.25K 0.07% 252
2021
Q1 		$235K Buy
2,676
+90
+3% +$7.68K 0.08% 223
2020
Q4 		$213K Buy
+2,586
New +$202K 0.08% 226

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LexAurum Advisors's SUSA Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.7% in Q2 2026, selling an estimated $4.28K and leaving 1,654 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #366.

LexAurum Advisors first reported a position in SUSA in Q4 2020 and has held it in 21 quarters since. The position peaked at $287K in Q2 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • LexAurum Advisors held 1,654 shares of iShares ESG Optimized MSCI USA ETF worth $255K as of Q2 2026.
  • LexAurum Advisors sold 29 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $4.28K.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #366 holding.
  • LexAurum Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • LexAurum Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $287K in Q2 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.