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BOK Financial Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-1,102
Closed -$96.7K – 448
2023
Q1 		$96.7K Hold
1,102
– – 0.01% 201
2022
Q4 		$90.7K Hold
1,102
– – 0.01% 202
2022
Q3 		$84K Hold
1,102
– – 0.01% 213
2022
Q2 		$89K Buy
+1,102
New +$96.7K 0.01% 211

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BOK Financial Private Wealth's SUSA Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 1,102 shares — an estimated $96.7K sold.

BOK Financial Private Wealth first reported a position in SUSA in Q2 2022 and held it in 4 quarters. The position peaked at $96.7K in Q1 2023. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • BOK Financial Private Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,102 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $96.7K.
  • BOK Financial Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and held it in 4 quarters.
  • BOK Financial Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $96.7K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.