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Ashburton (Jersey)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ashburton (Jersey)’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
Q4 		– Sell
-951
Closed -$72K – 46
2022
Q3 		$72K Hold
951
– – 0.04% 34
2022
Q2 		$77K Hold
951
– – 0.04% 35
2022
Q1 		$93K Hold
951
– – 0.04% 34
2021
Q4 		$101K Buy
+951
New +$97.8K 0.04% 36

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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ashburton (Jersey)'s SUSA Position: Q4 2022 in Review

Ashburton (Jersey) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2022, closing a stake of 951 shares — an estimated $72K sold.

Ashburton (Jersey) first reported a position in SUSA in Q4 2021 and held it in 4 quarters. The position peaked at $101K in Q4 2021. 430 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

  • Ashburton (Jersey) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Ashburton (Jersey) sold 951 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $72K.
  • Ashburton (Jersey) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 4 quarters.
  • Ashburton (Jersey)'s iShares ESG Optimized MSCI USA ETF position peaked at $101K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Ashburton (Jersey)'s 13F filing for Q4 2022, filed 26 Apr 2023.