Baldrige Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Baldrige Asset 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
2023 Q1	$207K	Buy	2,355 +23	+1%	+$1.98K	0.08%	112
2022 Q4	$192K	Buy	2,332 +119	+5%	+$9.8K	0.09%	107
2022 Q3	$168K	Hold	2,213	–	–	0.08%	110
2022 Q2	$179K	Sell	2,213 -852	-28%	-$74.8K	0.08%	111
2022 Q1	$297K	Buy	3,065 +33	+1%	+$3.2K	0.12%	92
2021 Q4	$322K	Hold	3,032	–	–	0.13%	86
2021 Q3	$291K	Buy	3,032 +322	+12%	+$31.8K	0.12%	88
2021 Q2	$259K	Buy	2,710 +77	+3%	+$7.12K	0.11%	90
2021 Q1	$231K	Buy	+2,633	New	+$225K	0.13%	82

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Baldrige Asset Management's SUSA Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.99% in Q1 2023, buying an estimated $1.98K and bringing the position to 2,355 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #112.

Baldrige Asset Management first reported a position in SUSA in Q1 2021 and has held it in 9 quarters since. The position peaked at $322K in Q4 2021. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Baldrige Asset Management held 2,355 shares of iShares ESG Optimized MSCI USA ETF worth $207K as of Q1 2023.
Baldrige Asset Management bought 23 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $1.98K.
iShares ESG Optimized MSCI USA ETF made up 0.08% of Baldrige Asset Management's portfolio in Q1 2023, its #112 holding.
Baldrige Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 9 quarters since.
Baldrige Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $322K in Q4 2021.
428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.