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American Portfolios Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

American Portfolios 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
2022
Q3 		$177K Buy
2,336
+508
+28% +$43.2K 0.01% 1062
2022
Q2 		$148K Sell
1,828
-359
-16% -$31.5K 0.01% 1201
2022
Q1 		$212K Sell
2,187
-107
-5% -$10.4K 0.01% 1135
2021
Q4 		$244K Sell
2,294
-760
-25% -$78.1K 0.01% 1049
2021
Q3 		$293K Buy
3,054
+683
+29% +$67.5K 0.01% 952
2021
Q2 		$227K Buy
2,371
+282
+13% +$26.1K 0.01% 1053
2021
Q1 		$183K Buy
2,089
+1,550
+288% +$132K 0.01% 1059
2020
Q4 		$44.4K Buy
539
+1
+0.2% +$78 ﹤0.01% 1460
2020
Q3 		$39.6K Hold
538
– – ﹤0.01% 1409
2020
Q2 		$36K Hold
538
– – ﹤0.01% 1411
2020
Q1 		$29.5K Buy
538
+418
+348% +$26.8K ﹤0.01% 1380
2019
Q4 		$8.04K Hold
120
– – ﹤0.01% 2087
2019
Q3 		$7.42K Sell
120
-120
-50% -$7.35K ﹤0.01% 2039
2019
Q2 		$14.6K Hold
240
– – ﹤0.01% 1780
2019
Q1 		$14.2K Sell
240
-42
-15% -$2.37K ﹤0.01% 1699
2018
Q4 		$14.5K Buy
282
+162
+135% +$8.98K ﹤0.01% 1489
2018
Q3 		$7.16K Hold
120
– – ﹤0.01% 1870
2018
Q2 		$6.77K Hold
120
– – ﹤0.01% 1868
2018
Q1 		$6.65K Hold
120
– – ﹤0.01% 1771
2017
Q4 		$6.66K Buy
+120
New +$6.5K ﹤0.01% 1723

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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 Portfolios Advisors's SUSA Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 28% in Q3 2022, buying an estimated $43.2K and bringing the position to 2,336 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1062.

American Portfolios Advisors first reported a position in SUSA in Q4 2017 and has held it in 20 quarters since. The position peaked at $293K in Q3 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • American Portfolios Advisors held 2,336 shares of iShares ESG Optimized MSCI USA ETF worth $177K as of Q3 2022.
  • American Portfolios Advisors bought 508 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $43.2K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1062 holding.
  • American Portfolios Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $293K in Q3 2021.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.