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Lugano Financial Advisors SA (LFA)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		$177K Hold
1,343
– – 0.09% 87
2025
Q4 		$187K Hold
1,343
– – 0.1% 84
2025
Q3 		$182K Hold
1,343
– – 0.1% 82
2025
Q2 		$170K Sell
1,343
-46,503
-97% -$5.48M 0.1% 82
2025
Q1 		$5.5M Hold
47,846
– – 3.74% 5
2024
Q4 		$5.82M Buy
47,846
+2,520
+6% +$309K 3.8% 4
2024
Q3 		$5.46M Sell
45,326
-3,920
-8% -$452K 3.71% 4
2024
Q2 		$5.53M Buy
49,246
+17,991
+58% +$1.95M 4.22% 3
2024
Q1 		$3.41M Hold
31,255
– – 2.48% 13
2023
Q4 		$3.14M Buy
31,255
+5,005
+19% +$467K 2.47% 14
2023
Q3 		$2.36M Buy
26,250
+5,602
+27% +$527K 2.02% 19
2023
Q2 		$1.93M Hold
20,648
– – 1.29% 22
2023
Q1 		$1.81M Sell
20,648
-1,404
-6% -$121K 1.37% 22
2022
Q4 		$1.82M Hold
22,052
– – 1.35% 22
2022
Q3 		$1.67M Hold
22,052
– – 1.31% 23
2022
Q2 		$1.78M Sell
22,052
-1,510
-6% -$133K 1.24% 26
2022
Q1 		$2.28M Hold
23,562
– – 1.53% 22
2021
Q4 		$2.5M Sell
23,562
-3,402
-13% -$350K 1.44% 22
2021
Q3 		$2.59M Hold
26,964
– – 1.7% 21
2021
Q2 		$2.58M Hold
26,964
– – 1.62% 21
2021
Q1 		$2.37M Sell
26,964
-15,646
-37% -$1.33M 1.66% 20
2020
Q4 		$3.51M Sell
42,610
-7,532
-15% -$589K 2.72% 11
2020
Q3 		$3.84M Sell
50,142
-8,988
-15% -$649K 3.56% 7
2020
Q2 		$3.97M Buy
59,130
+28,494
+93% +$1.78M 4.19% 6
2020
Q1 		$2.06M Hold
30,636
– – 1.85% 14
2019
Q4 		$2.05M Buy
+30,636
New +$1.96M 1.5% 15
2019
Q2 		$1.7M Buy
27,892
+1,550
+6% +$92.7K 1.05% 16
2019
Q1 		$1.56M Buy
26,342
+19,542
+287% +$1.1M 0.93% 17
2018
Q4 		$406K Hold
6,800
– – 0.28% 51
2018
Q3 		$406K Buy
+6,800
New +$399K 0.28% 51

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SUSA Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 1,343 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #87.

Lugano Financial Advisors SA (LFA) first reported a position in SUSA in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.82M in Q4 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 1,343 shares of iShares ESG Optimized MSCI USA ETF worth $177K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.09% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #87 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 30 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares ESG Optimized MSCI USA ETF position peaked at $5.82M in Q4 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.