LPL Financial
SUSA icon

LPL Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LPL Financial’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 		$43.3M Sell
280,854
-26,410
-9% -$3.9M 0.01% 1091
2026
Q1 		$40.6M Sell
307,264
-752
-0.2% -$104K 0.01% 1028
2025
Q4 		$42.9M Buy
308,016
+13,497
+5% +$1.86M 0.01% 946
2025
Q3 		$40M Sell
294,519
-12,013
-4% -$1.57M 0.01% 958
2025
Q2 		$38.9M Buy
306,532
+3,966
+1% +$468K 0.01% 895
2025
Q1 		$34.8M Sell
302,566
-7,512
-2% -$911K 0.01% 868
2024
Q4 		$37.7M Sell
310,078
-6,341
-2% -$778K 0.02% 783
2024
Q3 		$38.1M Sell
316,419
-8,901
-3% -$1.03M 0.02% 732
2024
Q2 		$36.6M Sell
325,320
-3,640
-1% -$395K 0.02% 687
2024
Q1 		$35.9M Sell
328,960
-13,575
-4% -$1.41M 0.02% 668
2023
Q4 		$34.4M Buy
342,535
+15,706
+5% +$1.47M 0.02% 639
2023
Q3 		$29.4M Buy
326,829
+26
+0% +$2.45K 0.02% 642
2023
Q2 		$30.6M Sell
326,803
-19,786
-6% -$1.76M 0.02% 615
2023
Q1 		$30.4M Sell
346,589
-19,357
-5% -$1.66M 0.02% 582
2022
Q4 		$30.1M Sell
365,946
-263,301
-42% -$21.7M 0.03% 535
2022
Q3 		$47.8M Buy
629,247
+6,797
+1% +$578K 0.05% 353
2022
Q2 		$50.2M Sell
622,450
-4,055
-0.6% -$356K 0.05% 347
2022
Q1 		$60.7M Sell
626,505
-28,422
-4% -$2.75M 0.05% 321
2021
Q4 		$69.6M Buy
654,927
+31,273
+5% +$3.21M 0.06% 296
2021
Q3 		$59.8M Buy
623,654
+15,299
+3% +$1.51M 0.06% 311
2021
Q2 		$58.1M Buy
608,355
+26,750
+5% +$2.47M 0.06% 299
2021
Q1 		$51.1M Buy
581,605
+36,429
+7% +$3.11M 0.06% 297
2020
Q4 		$44.9M Buy
545,176
+76,754
+16% +$6M 0.06% 282
2020
Q3 		$34.5M Buy
468,422
+85,608
+22% +$6.18M 0.05% 290
2020
Q2 		$25.6M Buy
382,814
+168,028
+78% +$10.5M 0.04% 318
2020
Q1 		$11.8M Buy
214,786
+24,874
+13% +$1.59M 0.03% 454
2019
Q4 		$12.7M Buy
189,912
+7,948
+4% +$508K 0.02% 497
2019
Q3 		$11.2M Buy
181,964
+18,348
+11% +$1.12M 0.02% 493
2019
Q2 		$9.97M Buy
163,616
+12,836
+9% +$768K 0.02% 504
2019
Q1 		$8.91M Sell
150,780
-12,950
-8% -$730K 0.02% 549
2018
Q4 		$8.44M Sell
163,730
-3,564
-2% -$198K 0.02% 507
2018
Q3 		$9.98M Buy
167,294
+12,222
+8% +$717K 0.02% 491
2018
Q2 		$8.75M Buy
155,072
+30,382
+24% +$1.71M 0.02% 508
2018
Q1 		$6.91M Buy
124,690
+9,800
+9% +$558K 0.02% 570
2017
Q4 		$6.38M Buy
114,890
+2,540
+2% +$138K 0.02% 567
2017
Q3 		$5.87M Buy
112,350
+5,796
+5% +$300K 0.02% 547
2017
Q2 		$5.45M Sell
106,554
-1,142
-1% -$57.4K 0.02% 528
2017
Q1 		$5.27M Sell
107,696
-2,112
-2% -$101K 0.04% 411
2016
Q4 		$5.09M Buy
109,808
+6,032
+6% +$274K 0.04% 404
2016
Q3 		$4.67M Buy
103,776
+7,320
+8% +$330K 0.04% 394
2016
Q2 		$4.17M Sell
96,456
-83,802
-46% -$3.6M 0.04% 436
2016
Q1 		$7.62M Sell
180,258
-14,602
-7% -$584K 0.02% 536
2015
Q4 		$8.01M Buy
194,860
+104,916
+117% +$4.41M 0.02% 518
2015
Q3 		$3.67M Buy
89,944
+2,514
+3% +$105K 0.02% 570
2015
Q2 		$3.72M Sell
87,430
-1,234
-1% -$53.7K 0.02% 628
2015
Q1 		$3.79M Buy
88,664
+3,118
+4% +$134K 0.02% 630
2014
Q4 		$3.68M Buy
85,546
+6,260
+8% +$263K 0.02% 615
2014
Q3 		$3.22M Sell
79,286
-190
-0.2% -$7.84K 0.02% 630
2014
Q2 		$3.27M Buy
79,476
+2,430
+3% +$96.6K 0.02% 643
2014
Q1 		$3.01M Sell
77,046
-554
-0.7% -$21.2K 0.02% 638
2013
Q4 		$2.98M Sell
77,600
-2,578
-3% -$95.1K 0.02% 633
2013
Q3 		$2.87M Buy
80,178
+4,350
+6% +$153K 0.02% 619
2013
Q2 		$2.56M Buy
+75,828
New +$2.58M 0.02% 611

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

LPL Financial's SUSA Position: Q2 2026 in Review

LPL Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 8.6% in Q2 2026, selling an estimated $3.9M and leaving 280,854 shares worth $43.3M. The position accounts for 0.01% of the portfolio, ranked #1091.

LPL Financial first reported a position in SUSA in Q2 2013 and has held it in 53 quarters since. The position peaked at $69.6M in Q4 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • LPL Financial held 280,854 shares of iShares ESG Optimized MSCI USA ETF worth $43.3M as of Q2 2026.
  • LPL Financial sold 26,410 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.9M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1091 holding.
  • LPL Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares ESG Optimized MSCI USA ETF position peaked at $69.6M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.