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LRI Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LRI Investments’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 		$762K Hold
4,940
– – 0.06% 153
2026
Q1 		$653K Buy
4,940
+167
+3% +$23.2K 0.06% 152
2025
Q4 		$665K Sell
4,773
-544
-10% -$75.1K 0.05% 147
2025
Q3 		$721K Sell
5,317
-113
-2% -$14.8K 0.06% 146
2025
Q2 		$688K Hold
5,430
– – 0.06% 145
2025
Q1 		$624K Buy
+5,430
New +$658K 0.06% 144

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LRI Investments's SUSA Position: Q2 2026 in Review

LRI Investments held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4,940 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #153.

LRI Investments first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • LRI Investments held 4,940 shares of iShares ESG Optimized MSCI USA ETF worth $762K as of Q2 2026.
  • LRI Investments left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of LRI Investments's portfolio in Q2 2026, its #153 holding.
  • LRI Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.