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

American Trust’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
Q2 		– Sell
-31,461
Closed -$3.05M – 517
2022
Q1 		$3.05M Buy
+31,461
New +$3.05M 0.2% 86

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Trust's SUSA Position: Q2 2022 in Review

American Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 31,461 shares — an estimated $3.05M sold.

American Trust first reported a position in SUSA in Q1 2022 and held it in 1 quarter. The position peaked at $3.05M in Q1 2022. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • American Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • American Trust sold 31,461 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $3.05M.
  • American Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • American Trust's iShares ESG Optimized MSCI USA ETF position peaked at $3.05M in Q1 2022.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on American Trust's 13F filing for Q2 2022, filed 3 Oct 2022.