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Ahrens Investment Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ahrens Investment Partners’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 		$75.9K Buy
+865
New +$74.3K 0.04% 257
2022
Q3 		– Sell
-854
Closed -$69K – 804
2022
Q2 		$69K Buy
854
+2
+0.2% +$176 0.03% 280
2022
Q1 		$83K Sell
852
-702
-45% -$68K 0.03% 305
2021
Q4 		$165K Buy
+1,554
New +$160K 0.07% 214

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's SUSA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023: 865 shares worth $75.9K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SUSA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SUSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $165K in Q4 2021. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

  • Ahrens Investment Partners held 865 shares of iShares ESG Optimized MSCI USA ETF worth $75.9K as of Q1 2023.
  • iShares ESG Optimized MSCI USA ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #257 holding.
  • Ahrens Investment Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares ESG Optimized MSCI USA ETF position peaked at $165K in Q4 2021.
  • 428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.