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Lincoln National Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lincoln National Corp’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 		– Sell
-9,596
Closed -$1.05M – 1010
2024
Q1 		$1.05M Sell
9,596
-2,705
-22% -$282K 0.02% 510
2023
Q4 		$1.24M Sell
12,301
-518
-4% -$48.3K 0.02% 403
2023
Q3 		$1.15M Sell
12,819
-557
-4% -$52.4K 0.02% 372
2023
Q2 		$1.25M Buy
13,376
+614
+5% +$54.5K 0.02% 354
2023
Q1 		$1.12M Sell
12,762
-176
-1% -$15.1K 0.02% 360
2022
Q4 		$1.07M Sell
12,938
-1,490
-10% -$123K 0.02% 343
2022
Q3 		$1.09M Buy
14,428
+5,668
+65% +$482K 0.03% 320
2022
Q2 		$707K Sell
8,760
-185
-2% -$16.2K 0.02% 406
2022
Q1 		$867K Sell
8,945
-5
-0.1% -$485 0.02% 385
2021
Q4 		$951K Buy
8,950
+5,834
+187% +$600K 0.02% 356
2021
Q3 		$299K Sell
3,116
-606
-16% -$59.9K 0.01% 680
2021
Q2 		$356K Buy
3,722
+3
+0.1% +$277 0.01% 604
2021
Q1 		$327K Buy
+3,719
New +$317K 0.01% 589

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lincoln National Corp's SUSA Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 9,596 shares — an estimated $1.05M sold.

Lincoln National Corp first reported a position in SUSA in Q1 2021 and held it in 13 quarters. The position peaked at $1.25M in Q2 2023. 452 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 9,596 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $1.05M.
  • Lincoln National Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 13 quarters.
  • Lincoln National Corp's iShares ESG Optimized MSCI USA ETF position peaked at $1.25M in Q2 2023.
  • 452 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.