Lindbrook Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lindbrook Capital’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
2025 Q1	$11.5K	Hold	100	–	–	﹤0.01%	1592
2024 Q4	$12.2K	Hold	100	–	–	﹤0.01%	1547
2024 Q3	$12K	Hold	100	–	–	﹤0.01%	1570
2024 Q2	$11.2K	Hold	100	–	–	﹤0.01%	1564
2024 Q1	$10.9K	Hold	100	–	–	﹤0.01%	1522
2023 Q4	$10.1K	Hold	100	–	–	﹤0.01%	1547
2023 Q3	$9K	Hold	100	–	–	﹤0.01%	1471
2023 Q2	$9.36K	Hold	100	–	–	﹤0.01%	1502
2023 Q1	$8.78K	Hold	100	–	–	﹤0.01%	1524
2022 Q4	$8.23K	Sell	100 -1,087	-92%	-$89.5K	﹤0.01%	1531
2022 Q3	$90K	Hold	1,187	–	–	0.02%	463
2022 Q2	$96K	Buy	+1,187	New	+$104K	0.02%	446

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lindbrook Capital's SUSA Position: Q1 2025 in Review

Lindbrook Capital held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2025 at 100 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Lindbrook Capital first reported a position in SUSA in Q2 2022 and has held it in 12 quarters since. The position peaked at $96K in Q2 2022. 476 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

Lindbrook Capital held 100 shares of iShares ESG Optimized MSCI USA ETF worth $11.5K as of Q1 2025.
Lindbrook Capital left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2025.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1592 holding.
Lindbrook Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's iShares ESG Optimized MSCI USA ETF position peaked at $96K in Q2 2022.
476 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.