Baldwin Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-725	Closed	-$87.3K	–	912
2024 Q3	$87.3K	Hold	725	–	–	0.01%	431
2024 Q2	$81.5K	Hold	725	–	–	0.01%	287
2024 Q1	$79.1K	Hold	725	–	–	0.01%	300
2023 Q4	$72.9K	Hold	725	–	–	0.01%	322
2023 Q3	$65.2K	Hold	725	–	–	0.01%	355
2023 Q2	$67.9K	Hold	725	–	–	0.01%	373
2023 Q1	$63.6K	Sell	725 -108	-13%	-$9.28K	0.01%	390
2022 Q4	$68.6K	Hold	833	–	–	0.01%	368
2022 Q3	$63K	Hold	833	–	–	0.01%	298
2022 Q2	$67K	Hold	833	–	–	0.01%	308
2022 Q1	$81K	Buy	833 +108	+15%	+$10.5K	0.01%	302
2021 Q4	$77K	Sell	725 -15	-2%	-$1.54K	0.01%	303
2021 Q3	$71K	Hold	740	–	–	0.01%	307
2021 Q2	$71K	Sell	740 -30	-4%	-$2.77K	0.01%	314
2021 Q1	$68K	Sell	770 -54	-7%	-$4.61K	0.01%	302
2020 Q4	$68K	Hold	824	–	–	0.01%	286
2020 Q3	$61K	Sell	824 -378	-31%	-$27.3K	0.01%	272
2020 Q2	$80K	Hold	1,202	–	–	0.01%	244
2020 Q1	$66K	Hold	1,202	–	–	0.01%	243
2019 Q4	$81K	Hold	1,202	–	–	0.01%	261
2019 Q3	$74K	Buy	+1,202	New	+$73.6K	0.01%	262

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baldwin Wealth Partners's SUSA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 725 shares — an estimated $87.3K sold.

Baldwin Wealth Partners first reported a position in SUSA in Q3 2019 and held it in 21 quarters. The position peaked at $87.3K in Q3 2024. 482 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 725 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $87.3K.
Baldwin Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and held it in 21 quarters.
Baldwin Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $87.3K in Q3 2024.
482 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.