BDO Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BDO Wealth 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
2023 Q2	$11.9K	Hold	127	–	–	﹤0.01%	677
2023 Q1	$11.1K	Sell	127 -3,964	-97%	-$341K	﹤0.01%	683
2022 Q4	$337K	Buy	4,091 +13	+0.3%	+$1.07K	0.04%	207
2022 Q3	$310K	Buy	4,078 +15	+0.4%	+$1.28K	0.04%	210
2022 Q2	$328K	Buy	4,063 +8	+0.2%	+$702	0.04%	205
2022 Q1	$393K	Buy	4,055 +9	+0.2%	+$872	0.04%	202
2021 Q4	$430K	Buy	4,046 +8	+0.2%	+$822	0.05%	198
2021 Q3	$387K	Buy	4,038 +2,980	+282%	+$294K	0.04%	206
2021 Q2	$101K	Hold	1,058	–	–	0.01%	372
2021 Q1	$93K	Buy	+1,058	New	+$90.3K	0.01%	365
2018 Q4	–	Sell	-2,000	Closed	-$119K	–	618
2018 Q3	$119K	Hold	2,000	–	–	0.04%	202
2018 Q2	$113K	Hold	2,000	–	–	0.04%	205
2018 Q1	$111K	Hold	2,000	–	–	0.04%	178
2017 Q4	$111K	Hold	2,000	–	–	0.05%	149
2017 Q3	$105K	Buy	+2,000	New	+$104K	0.05%	134

Other funds holding SUSA

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BDO Wealth Advisors's SUSA Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2023 at 127 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

BDO Wealth Advisors first reported a position in SUSA in Q3 2017 and has held it in 15 quarters since. The position peaked at $430K in Q4 2021. 433 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

BDO Wealth Advisors held 127 shares of iShares ESG Optimized MSCI USA ETF worth $11.9K as of Q2 2023.
BDO Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2023.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #677 holding.
BDO Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $430K in Q4 2021.
433 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.