Braun-Bostich & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-2,123	Closed	-$213K	–	130
2023 Q4	$213K	Buy	+2,123	New	+$198K	0.19%	119
2022 Q1	–	Sell	-3,256	Closed	-$326K	–	136
2021 Q4	$326K	Buy	+3,256	New	+$335K	0.08%	78
2021 Q2	–	Sell	-2,407	Closed	-$211K	–	67
2021 Q1	$211K	Buy	+2,407	New	+$205K	0.41%	59
2020 Q4	–	Sell	-1,904	Closed	-$140K	–	191
2020 Q3	$140K	Hold	1,904	–	–	0.14%	112
2020 Q2	$127K	Buy	1,904 +360	+23%	+$22.5K	0.12%	93
2020 Q1	$81K	Hold	1,544	–	–	0.1%	109
2019 Q4	$104K	Buy	+1,544	New	+$98.7K	0.1%	113
2019 Q3	–	Sell	-5,680	Closed	-$150K	–	274
2019 Q2	$150K	Buy	5,680 +1,484	+35%	+$88.8K	0.16%	113
2019 Q1	$248K	Hold	4,196	–	–	0.26%	84
2018 Q4	$216K	Hold	4,196	–	–	0.23%	94
2018 Q3	$250K	Buy	4,196 +1,544	+58%	+$90.6K	0.24%	91
2018 Q2	$150K	Buy	2,652 +268	+11%	+$15.1K	0.15%	106
2018 Q1	$132K	Buy	+2,384	New	+$136K	0.11%	118

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Braun-Bostich & Associates's SUSA Position: Q1 2024 in Review

Braun-Bostich & Associates sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 2,123 shares — an estimated $213K sold.

Braun-Bostich & Associates first reported a position in SUSA in Q1 2018 and held it in 13 quarters. The position peaked at $326K in Q4 2021. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Braun-Bostich & Associates reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 2,123 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $213K.
Braun-Bostich & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 13 quarters.
Braun-Bostich & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $326K in Q4 2021.
455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Braun-Bostich & Associates's 13F filing for Q1 2024, filed 29 Apr 2024.