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Avior Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Avior Wealth Management’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
-53
Closed -$6.44K – 2139
2024
Q4 		$6.44K Hold
53
– – ﹤0.01% 1773
2024
Q3 		$6.38K Hold
53
– – ﹤0.01% 1692
2024
Q2 		$5.96K Sell
53
-564
-91% -$61.1K ﹤0.01% 1674
2024
Q1 		$67.4K Buy
+617
New +$64.2K ﹤0.01% 1115
2019
Q4 		– Sell
-18
Closed -$1K – 864
2019
Q3 		$1K Buy
+18
New +$1.1K ﹤0.01% 753

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Avior Wealth Management's SUSA Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 53 shares — an estimated $6.44K sold.

Avior Wealth Management first reported a position in SUSA in Q3 2019 and held it in 5 quarters. The position peaked at $67.4K in Q1 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 53 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $6.44K.
  • Avior Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and held it in 5 quarters.
  • Avior Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $67.4K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.