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Baystate Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Baystate Wealth 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
2022
Q2 		– Sell
-25
Closed -$2K – 951
2022
Q1 		$2K Buy
+25
New +$2.42K ﹤0.01% 777

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baystate Wealth Management's SUSA Position: Q2 2022 in Review

Baystate Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in SUSA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • Baystate Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 25 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $2K.
  • Baystate Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $2K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.