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B. Riley Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-100,981
Closed -$8.86M – 1644
2023
Q1 		$8.86M Buy
100,981
+48,256
+92% +$4.15M 0.24% 90
2022
Q4 		$4.34M Sell
52,725
-956
-2% -$78.7K 0.12% 186
2022
Q3 		$4.08M Buy
53,681
+1,288
+2% +$110K 0.12% 175
2022
Q2 		$4.23M Buy
52,393
+6,392
+14% +$561K 0.18% 125
2022
Q1 		$4.46M Sell
46,001
-15,260
-25% -$1.48M 0.15% 150
2021
Q4 		$6.51M Sell
61,261
-538
-0.9% -$55.3K 0.19% 111
2021
Q3 		$5.93M Buy
61,799
+3,434
+6% +$339K 0.19% 112
2021
Q2 		$5.58M Buy
58,365
+161
+0.3% +$14.9K 0.18% 128
2021
Q1 		$5.11M Buy
58,204
+53,973
+1,276% +$4.6M 0.18% 134
2020
Q4 		$349K Sell
4,231
-31,343
-88% -$2.45M 0.02% 676
2020
Q3 		$2.62M Buy
35,574
+2,928
+9% +$211K 0.14% 163
2020
Q2 		$2.18M Buy
+32,646
New +$2.04M 0.15% 154
2015
Q1 		– Sell
-1,200
Closed -$52 – 1812
2014
Q4 		$52 Buy
+1,200
New +$50.4K ﹤0.01% 2074
2014
Q3 		– Sell
-1,200
Closed -$49.4K – 1736
2014
Q2 		$49.4K Buy
+1,200
New +$47.7K 0.01% 1038

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

B. Riley Wealth Advisors's SUSA Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 100,981 shares — an estimated $8.86M sold.

B. Riley Wealth Advisors first reported a position in SUSA in Q2 2014 and held it in 14 quarters. The position peaked at $8.86M in Q1 2023. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 100,981 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $8.86M.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2014 and held it in 14 quarters.
  • B. Riley Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $8.86M in Q1 2023.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.