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Bulltick Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bulltick Wealth Management’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 		– Sell
-2,500
Closed -$273K – 116
2024
Q1 		$273K Sell
2,500
-60
-2% -$6.25K 0.05% 95
2023
Q4 		$257K Sell
2,560
-1,275
-33% -$119K 0.06% 96
2023
Q3 		$347K Buy
3,835
+20
+0.5% +$1.88K 0.08% 98
2023
Q2 		$357K Hold
3,815
– – 0.08% 102
2023
Q1 		$335K Sell
3,815
-28,854
-88% -$2.48M 0.09% 101
2022
Q4 		$2.69M Sell
32,669
-375
-1% -$30.9K 0.76% 35
2022
Q3 		$2.51M Buy
33,044
+100
+0.3% +$8.51K 0.75% 37
2022
Q2 		$2.66M Buy
32,944
+1,175
+4% +$103K 0.71% 37
2022
Q1 		$3.08M Buy
31,769
+4,596
+17% +$445K 0.69% 36
2021
Q4 		$2.89M Buy
27,173
+14,073
+107% +$1.45M 0.57% 39
2021
Q3 		$1.26M Buy
13,100
+9,100
+228% +$899K 0.29% 46
2021
Q2 		$382K Hold
4,000
– – 0.09% 81
2021
Q1 		$351K Hold
4,000
– – 0.1% 73
2020
Q4 		$329K Buy
+4,000
New +$313K 0.1% 65

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bulltick Wealth Management's SUSA Position: Q2 2024 in Review

Bulltick Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 2,500 shares — an estimated $273K sold.

Bulltick Wealth Management first reported a position in SUSA in Q4 2020 and held it in 14 quarters. The position peaked at $3.08M in Q1 2022. 452 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

  • Bulltick Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Bulltick Wealth Management sold 2,500 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $273K.
  • Bulltick Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 14 quarters.
  • Bulltick Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $3.08M in Q1 2022.
  • 452 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Bulltick Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.