Barclays’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Barclays’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
2021 Q4	–	Sell	-386	Closed	-$37K	–	4714
2021 Q3	$37K	Buy	386 +141	+58%	+$13.9K	﹤0.01%	4196
2021 Q2	$23K	Buy	+245	New	+$22.7K	﹤0.01%	4451
2021 Q1	–	Sell	-37,630	Closed	-$3.1M	–	5165
2020 Q4	$3.1M	Hold	37,630	–	–	﹤0.01%	1886
2020 Q3	$2.77M	Hold	37,630	–	–	﹤0.01%	1838
2020 Q2	$2.52M	Hold	37,630	–	–	﹤0.01%	1896
2020 Q1	$2.06M	Hold	37,630	–	–	﹤0.01%	2248
2019 Q4	$2.52M	Hold	37,630	–	–	﹤0.01%	2757
2019 Q3	$2.33M	Hold	37,630	–	–	﹤0.01%	2681
2019 Q2	$2.29M	Hold	37,630	–	–	﹤0.01%	2740
2019 Q1	$2.23M	Hold	37,630	–	–	﹤0.01%	2457
2018 Q4	$1.94M	Hold	37,630	–	–	﹤0.01%	2439
2018 Q3	$2.25M	Hold	37,630	–	–	﹤0.01%	2747
2018 Q2	$2.12M	Hold	37,630	–	–	﹤0.01%	2533
2018 Q1	$2.09M	Hold	37,630	–	–	﹤0.01%	2416
2017 Q4	$2.09M	Hold	37,630	–	–	﹤0.01%	2383
2017 Q3	$1.97M	Hold	37,630	–	–	﹤0.01%	2384
2017 Q2	$1.92M	Sell	37,630 -100	-0.3%	-$5.03K	﹤0.01%	2282
2017 Q1	$1.85M	Buy	37,730 +100	+0.3%	+$4.8K	﹤0.01%	2165
2016 Q4	$1.73M	Hold	37,630	–	–	﹤0.01%	2252
2016 Q3	$1.71M	Hold	37,630	–	–	﹤0.01%	2127
2016 Q2	$1.63M	Buy	+37,630	New	+$1.62M	﹤0.01%	2186

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays's SUSA Position: Q4 2021 in Review

Barclays sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 386 shares — an estimated $37K sold.

Barclays first reported a position in SUSA in Q2 2016 and held it in 21 quarters. The position peaked at $3.1M in Q4 2020. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

Barclays reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
Barclays sold 386 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $37K.
Barclays first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and held it in 21 quarters.
Barclays's iShares ESG Optimized MSCI USA ETF position peaked at $3.1M in Q4 2020.
445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.