Byrne Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Byrne Asset 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
2023 Q2	–	Sell	-248	Closed	-$22K	–	625
2023 Q1	$22K	Hold	248	–	–	0.02%	307
2022 Q4	$20.4K	Buy	+248	New	+$20.4K	0.01%	319

Other funds holding SUSA

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Byrne Asset Management's SUSA Position: Q2 2023 in Review

Byrne Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 248 shares — an estimated $22K sold.

Byrne Asset Management first reported a position in SUSA in Q4 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2023. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

Byrne Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Byrne Asset Management sold 248 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $22K.
Byrne Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and held it in 2 quarters.
Byrne Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $22K in Q1 2023.
432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Byrne Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.