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

Arete 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
2025
Q1 		– Sell
-1,804
Closed -$220K – 802
2024
Q4 		$220K Sell
1,804
-162
-8% -$19.9K 0.02% 667
2024
Q3 		$235K Sell
1,966
-337
-15% -$38.9K 0.02% 600
2024
Q2 		$259K Buy
+2,303
New +$250K 0.02% 572
2024
Q1 		– Sell
-3,583
Closed -$360K – 689
2023
Q4 		$360K Buy
+3,583
New +$334K 0.03% 496
2023
Q3 		– Sell
-3,659
Closed -$343K – 690
2023
Q2 		$343K Sell
3,659
-1,545
-30% -$137K 0.03% 458
2023
Q1 		$457K Sell
5,204
-860
-14% -$73.9K 0.04% 371
2022
Q4 		$499K Sell
6,064
-939
-13% -$77.3K 0.04% 328
2022
Q3 		$532K Sell
7,003
-312
-4% -$26.5K 0.05% 285
2022
Q2 		$369K Buy
7,315
+1,726
+31% +$152K 0.04% 296
2022
Q1 		$541K Buy
5,589
+1,033
+23% +$100K 0.05% 269
2021
Q4 		$485K Buy
4,556
+991
+28% +$102K 0.04% 293
2021
Q3 		$342K Buy
3,565
+444
+14% +$43.9K 0.04% 309
2021
Q2 		$298K Buy
3,121
+650
+26% +$60.1K 0.04% 268
2021
Q1 		$217K Buy
+2,471
New +$211K 0.03% 378

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Arete Wealth Advisors's SUSA Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 1,804 shares — an estimated $220K sold.

Arete Wealth Advisors first reported a position in SUSA in Q1 2021 and held it in 14 quarters. The position peaked at $541K in Q1 2022. 477 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Arete Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,804 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $220K.
  • Arete Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 14 quarters.
  • Arete Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $541K in Q1 2022.
  • 477 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.