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LVZ Inc’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LVZ Inc’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 		$319K Hold
2,068
– – 0.03% 134
2026
Q1 		$273K Sell
2,068
-981
-32% -$136K 0.03% 127
2025
Q4 		$425K Hold
3,049
– – 0.05% 109
2025
Q3 		$414K Sell
3,049
-3
-0.1% -$392 0.05% 109
2025
Q2 		$387K Buy
3,052
+86
+3% +$10.1K 0.05% 102
2025
Q1 		$341K Hold
2,966
– – 0.04% 103
2024
Q4 		$361K Hold
2,966
– – 0.05% 98
2024
Q3 		$357K Hold
2,966
– – 0.05% 97
2024
Q2 		$333K Hold
2,966
– – 0.05% 92
2024
Q1 		$324K Buy
2,966
+90
+3% +$9.37K 0.04% 94
2023
Q4 		$289K Hold
2,876
– – 0.04% 103
2023
Q3 		$259K Hold
2,876
– – 0.04% 92
2023
Q2 		$269K Hold
2,876
– – 0.04% 119
2023
Q1 		$252K Hold
2,876
– – 0.04% 116
2022
Q4 		$237K Hold
2,876
– – 0.04% 121
2022
Q3 		$218K Buy
2,876
+102
+4% +$8.68K 0.04% 103
2022
Q2 		$224K Hold
2,774
– – 0.04% 96
2022
Q1 		$269K Hold
2,774
– – 0.04% 90
2021
Q4 		$295K Buy
2,774
+47
+2% +$4.83K 0.04% 88
2021
Q3 		$262K Sell
2,727
-21
-0.8% -$2.08K 0.04% 87
2021
Q2 		$263K Hold
2,748
– – 0.04% 89
2021
Q1 		$241K Hold
2,748
– – 0.04% 94
2020
Q4 		$226K Hold
2,748
– – 0.04% 90
2020
Q3 		$202K Buy
+2,748
New +$198K 0.04% 79

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

LVZ Inc's SUSA Position: Q2 2026 in Review

LVZ Inc held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,068 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #134.

LVZ Inc first reported a position in SUSA in Q3 2020 and has held it in 24 quarters since. The position peaked at $425K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • LVZ Inc held 2,068 shares of iShares ESG Optimized MSCI USA ETF worth $319K as of Q2 2026.
  • LVZ Inc left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #134 holding.
  • LVZ Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • LVZ Inc's iShares ESG Optimized MSCI USA ETF position peaked at $425K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.