Bank Hapoalim BM’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bank Hapoalim BM’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	-113,250	Closed	-$13.8M	–	134
2024 Q4	$13.8M	Hold	113,250	–	–	2.23%	10
2024 Q3	$13.6M	Hold	113,250	–	–	2.07%	12
2024 Q2	$12.7M	Buy	+113,250	New	+$12.3M	1.8%	16
2023 Q2	–	Sell	-124,000	Closed	-$10.9M	–	160
2023 Q1	$10.9M	Hold	124,000	–	–	1.5%	23
2022 Q4	$10.2M	Hold	124,000	–	–	1.27%	28
2022 Q3	$9.41M	Hold	124,000	–	–	1.18%	29
2022 Q2	$10M	Hold	124,000	–	–	1.25%	28
2022 Q1	$12M	Hold	124,000	–	–	1.25%	28
2021 Q4	$13.2M	Hold	124,000	–	–	1.32%	24
2021 Q3	$11.9M	Buy	124,000 +85,379	+221%	+$8.44M	1.24%	23
2021 Q2	$11.9M	Buy	38,621 +621	+2%	+$57.4K	1.34%	22
2021 Q1	$3.34M	Hold	38,000	–	–	0.42%	59
2020 Q4	$3.13M	Buy	38,000 +32,410	+580%	+$2.53M	0.43%	52
2020 Q3	$19K	Buy	+5,590	New	+$404K	0.89%	12

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Bank Hapoalim BM's SUSA Position: Q1 2025 in Review

Bank Hapoalim BM sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 113,250 shares — an estimated $13.8M sold.

Bank Hapoalim BM first reported a position in SUSA in Q3 2020 and held it in 14 quarters. The position peaked at $13.8M in Q4 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

Bank Hapoalim BM reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
Bank Hapoalim BM sold 113,250 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $13.8M.
Bank Hapoalim BM first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 14 quarters.
Bank Hapoalim BM's iShares ESG Optimized MSCI USA ETF position peaked at $13.8M in Q4 2024.
475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Bank Hapoalim BM's 13F filing for Q1 2025, filed 30 Apr 2025.