Archvest Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Archvest Wealth 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
2024 Q2	–	Sell	-2,657	Closed	-$289K	–	65
2024 Q1	$289K	Hold	2,657	–	–	0.2%	49
2023 Q4	$267K	Hold	2,657	–	–	0.2%	47
2023 Q3	$239K	Buy	2,657 +350	+15%	+$32.9K	0.19%	44
2023 Q2	$216K	Hold	2,307	–	–	0.18%	46
2023 Q1	$202K	Buy	+2,307	New	+$198K	0.18%	45
2022 Q4	–	Sell	-3,110	Closed	-$236K	–	42
2022 Q3	$236K	Buy	3,110 +78	+3%	+$6.63K	0.24%	38
2022 Q2	$245K	Buy	3,032 +233	+8%	+$20.5K	0.24%	34
2022 Q1	$271K	Sell	2,799 -85	-3%	-$8.24K	0.24%	37
2021 Q4	$306K	Buy	+2,884	New	+$296K	0.27%	37

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Archvest Wealth Advisors's SUSA Position: Q2 2024 in Review

Archvest Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 2,657 shares — an estimated $289K sold.

Archvest Wealth Advisors first reported a position in SUSA in Q4 2021 and held it in 9 quarters. The position peaked at $306K in Q4 2021. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

Archvest Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 2,657 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $289K.
Archvest Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 9 quarters.
Archvest Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $306K in Q4 2021.
450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Archvest Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.