Buckingham Strategic Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Buckingham Strategic 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
2024 Q2	$755K	Hold	6,715	–	–	0.01%	383
2024 Q1	$733K	Sell	6,715 -92	-1%	-$9.58K	0.01%	392
2023 Q4	$684K	Buy	6,807 +744	+12%	+$69.4K	0.01%	383
2023 Q3	$546K	Hold	6,063	–	–	0.01%	405
2023 Q2	$568K	Buy	6,063 +427	+8%	+$37.9K	0.01%	398
2023 Q1	$464K	Hold	5,636	–	–	0.01%	393
2022 Q4	$464K	Sell	5,636 -342	-6%	-$28.2K	0.01%	395
2022 Q3	$454K	Hold	5,978	–	–	0.01%	387
2022 Q2	$482K	Buy	5,978 +159	+3%	+$14K	0.01%	380
2022 Q1	$564K	Hold	5,819	–	–	0.01%	346
2021 Q4	$618K	Buy	5,819 +142	+3%	+$14.6K	0.01%	330
2021 Q3	$545K	Buy	5,677 +554	+11%	+$54.7K	0.01%	342
2021 Q2	$489K	Buy	5,123 +1,237	+32%	+$114K	0.01%	366
2021 Q1	$341K	Hold	3,886	–	–	0.02%	411
2020 Q4	$320K	Hold	3,886	–	–	0.02%	407
2020 Q3	$286K	Hold	3,886	–	–	0.02%	375
2020 Q2	$260K	Hold	3,886	–	–	0.02%	340
2020 Q1	$213K	Hold	3,886	–	–	0.02%	412
2019 Q4	$260K	Hold	3,886	–	–	0.02%	387
2019 Q3	$240K	Hold	3,886	–	–	0.03%	367
2019 Q2	$237K	Hold	3,886	–	–	0.03%	387
2019 Q1	$230K	Buy	+3,886	New	+$219K	0.03%	361

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Buckingham Strategic Wealth's SUSA Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2024 at 6,715 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #383.

Buckingham Strategic Wealth first reported a position in SUSA in Q1 2019 and has held it in 22 quarters since. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

Buckingham Strategic Wealth held 6,715 shares of iShares ESG Optimized MSCI USA ETF worth $755K as of Q2 2024.
Buckingham Strategic Wealth left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2024.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #383 holding.
Buckingham Strategic Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 22 quarters since.
450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.