American Money Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

American Money 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
2022 Q3	–	Sell	-2,692	Closed	-$217K	–	134
2022 Q2	$217K	Hold	2,692	–	–	0.06%	129
2022 Q1	$261K	Hold	2,692	–	–	0.07%	124
2021 Q4	$286K	Hold	2,692	–	–	0.07%	122
2021 Q3	$258K	Buy	+2,692	New	+$266K	0.07%	128

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

American Money Management's SUSA Position: Q3 2022 in Review

American Money Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 2,692 shares — an estimated $217K sold.

American Money Management first reported a position in SUSA in Q3 2021 and held it in 4 quarters. The position peaked at $286K in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

American Money Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
American Money Management sold 2,692 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $217K.
American Money Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 4 quarters.
American Money Management's iShares ESG Optimized MSCI USA ETF position peaked at $286K in Q4 2021.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on American Money Management's 13F filing for Q3 2022, filed 10 Nov 2022.