LWS Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$219K	Buy	+2,181	New	+$203K	0.08%	62
2023 Q3	–	Sell	-2,173	Closed	-$203K	–	61
2023 Q2	$203K	Sell	2,173 -224	-9%	-$19.9K	0.09%	59
2023 Q1	$210K	Buy	+2,397	New	+$206K	0.09%	58
2022 Q2	–	Sell	-2,239	Closed	-$217K	–	62
2022 Q1	$217K	Buy	2,239 +4	+0.2%	+$388	0.09%	54
2021 Q4	$238K	Buy	2,235 +3	+0.1%	+$308	0.1%	56
2021 Q3	$214K	Sell	2,232 -249	-10%	-$24.6K	0.09%	56
2021 Q2	$237K	Buy	2,481 +3	+0.1%	+$277	0.11%	53
2021 Q1	$218K	Sell	2,478 -1,932	-44%	-$165K	0.1%	57
2020 Q4	$363K	Buy	4,410 +10	+0.2%	+$782	0.16%	46
2020 Q3	$324K	Sell	4,400 -76	-2%	-$5.49K	0.16%	45
2020 Q2	$299K	Sell	4,476 -138	-3%	-$8.63K	0.16%	49
2020 Q1	$253K	Sell	4,614 -88	-2%	-$5.64K	0.16%	46
2019 Q4	$315K	Buy	+4,702	New	+$301K	0.16%	45

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LWS Wealth Advisors's SUSA Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023: 2,181 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: LWS Wealth Advisors previously reported a position in SUSA as recently as Q2 2023.

LWS Wealth Advisors first reported a position in SUSA in Q4 2019 and has held it in 13 quarters since. The position peaked at $363K in Q4 2020. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

LWS Wealth Advisors held 2,181 shares of iShares ESG Optimized MSCI USA ETF worth $219K as of Q4 2023.
iShares ESG Optimized MSCI USA ETF was a new LWS Wealth Advisors position in Q4 2023.
iShares ESG Optimized MSCI USA ETF made up 0.08% of LWS Wealth Advisors's portfolio in Q4 2023, its #62 holding.
LWS Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 13 quarters since.
LWS Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $363K in Q4 2020.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.