BBJS Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BBJS Financial Advisors’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 Q3	$415K	Buy	3,446 +13	+0.4%	+$1.5K	0.15%	36
2024 Q2	$386K	Buy	3,433 +506	+17%	+$54.8K	0.14%	33
2024 Q1	$320K	Sell	2,927 -341	-10%	-$35.5K	0.11%	40
2023 Q4	$328K	Buy	3,268 +225	+7%	+$21K	0.11%	42
2023 Q3	$274K	Sell	3,043 -410	-12%	-$38.6K	0.1%	46
2023 Q2	$323K	Sell	3,453 -151	-4%	-$13.4K	0.13%	45
2023 Q1	$316K	Buy	3,604 +482	+15%	+$41.4K	0.13%	46
2022 Q4	$257K	Buy	+3,122	New	+$257K	0.12%	51

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBJS Financial Advisors's SUSA Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.38% in Q3 2024, buying an estimated $1.5K and bringing the position to 3,446 shares worth $415K. The position accounts for 0.15% of the portfolio, ranked #36.

BBJS Financial Advisors first reported a position in SUSA in Q4 2022 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

BBJS Financial Advisors held 3,446 shares of iShares ESG Optimized MSCI USA ETF worth $415K as of Q3 2024.
BBJS Financial Advisors bought 13 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $1.5K.
iShares ESG Optimized MSCI USA ETF made up 0.15% of BBJS Financial Advisors's portfolio in Q3 2024, its #36 holding.
BBJS Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 8 quarters since.
458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.