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

Almanack 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
2022 Q3	–	Sell	-7,067	Closed	-$570K	–	920
2022 Q2	$570K	Sell	7,067 -401	-5%	-$35.2K	0.06%	206
2022 Q1	$723K	Sell	7,468 -1,208	-14%	-$117K	0.06%	196
2021 Q4	$922K	Buy	8,676 +26	+0.3%	+$2.67K	0.07%	160
2021 Q3	$830K	Buy	+8,650	New	+$855K	0.07%	180

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Almanack Investment Partners's SUSA Position: Q3 2022 in Review

Almanack Investment Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 7,067 shares — an estimated $570K sold.

Almanack Investment Partners first reported a position in SUSA in Q3 2021 and held it in 4 quarters. The position peaked at $922K in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

Almanack Investment Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 7,067 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $570K.
Almanack Investment Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 4 quarters.
Almanack Investment Partners's iShares ESG Optimized MSCI USA ETF position peaked at $922K in Q4 2021.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.