9258 Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

9258 Wealth Management’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 Q1	–	Sell	-9,059	Closed	-$746K	–	332
2022 Q4	$746K	Buy	+9,059	New	+$746K	0.16%	122
2022 Q1	–	Sell	-3,643	Closed	-$387K	–	382
2021 Q4	$387K	Buy	+3,643	New	+$374K	0.09%	242

Other funds holding SUSA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

9258 Wealth Management's SUSA Position: Q1 2023 in Review

9258 Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 9,059 shares — an estimated $746K sold.

9258 Wealth Management first reported a position in SUSA in Q4 2021 and held it in 2 quarters. The position peaked at $746K in Q4 2022. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

9258 Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
9258 Wealth Management sold 9,059 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $746K.
9258 Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 2 quarters.
9258 Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $746K in Q4 2022.
428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on 9258 Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.