LGL Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LGL Partners’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	$388K	Buy	2,515 +4	+0.2%	+$591	0.14%	43
2026 Q1	$332K	Buy	2,511 +6	+0.2%	+$832	0.14%	49
2025 Q4	$349K	Buy	2,505 +7	+0.3%	+$967	0.15%	41
2025 Q3	$339K	Buy	2,498 +6	+0.2%	+$784	0.14%	40
2025 Q2	$322K	Buy	2,492 +5	+0.2%	+$590	0.14%	43
2025 Q1	$286K	Buy	2,487 +7	+0.3%	+$849	0.14%	43
2024 Q4	$302K	Buy	2,480 +7	+0.3%	+$859	0.04%	91
2024 Q3	$298K	Buy	2,473 +9	+0.4%	+$1.04K	0.04%	93
2024 Q2	$277K	Buy	2,464 +6	+0.2%	+$650	0.04%	89
2024 Q1	$268K	Buy	2,458 +7	+0.3%	+$729	0.05%	86
2023 Q4	$246K	Buy	2,451 +20	+0.8%	+$1.87K	0.03%	89
2023 Q3	$219K	Hold	2,431	–	–	0.04%	89
2023 Q2	$228K	Buy	2,431 +6	+0.2%	+$533	0.04%	91
2023 Q1	$213K	Buy	+2,425	New	+$208K	0.04%	92

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

LGL Partners's SUSA Position: Q2 2026 in Review

LGL Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.16% in Q2 2026, buying an estimated $591 and bringing the position to 2,515 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #43.

LGL Partners first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

LGL Partners held 2,515 shares of iShares ESG Optimized MSCI USA ETF worth $388K as of Q2 2026.
LGL Partners bought 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $591.
iShares ESG Optimized MSCI USA ETF made up 0.14% of LGL Partners's portfolio in Q2 2026, its #43 holding.
LGL Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.