CA
SUSA icon

Callahan Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Callahan Advisors’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
2022
Q1 		– Sell
-2,150
Closed -$228K – 153
2021
Q4 		$228K Hold
2,150
– – 0.03% 142
2021
Q3 		$206K Sell
2,150
-500
-19% -$49.4K 0.03% 142
2021
Q2 		$253K Sell
2,650
-11
-0.4% -$1.02K 0.03% 138
2021
Q1 		$234K Hold
2,661
– – 0.03% 132
2020
Q4 		$219K Buy
+2,661
New +$208K 0.03% 135
2020
Q1 		– Sell
-3,170
Closed -$212K – 133
2019
Q4 		$212K Buy
+3,170
New +$203K 0.03% 124
2018
Q3 		– Sell
-3,570
Closed -$201K – 142
2018
Q2 		$201K Sell
3,570
-500
-12% -$28.1K 0.04% 123
2018
Q1 		$226K Sell
4,070
-200
-5% -$11.4K 0.05% 112
2017
Q4 		$237K Buy
4,270
+220
+5% +$11.9K 0.05% 114
2017
Q3 		$212K Sell
4,050
-300
-7% -$15.5K 0.04% 117
2017
Q2 		$222K Hold
4,350
– – 0.05% 110
2017
Q1 		$214K Sell
4,350
-270
-6% -$13K 0.05% 115
2016
Q4 		$213K Buy
4,620
+34
+0.7% +$1.54K 0.05% 110
2016
Q3 		$209K Sell
4,586
-200
-4% -$9.01K 0.05% 109
2016
Q2 		$207K Buy
+4,786
New +$206K 0.05% 107

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Callahan Advisors's SUSA Position: Q1 2022 in Review

Callahan Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 2,150 shares — an estimated $228K sold.

Callahan Advisors first reported a position in SUSA in Q2 2016 and held it in 15 quarters. The position peaked at $253K in Q2 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • Callahan Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Callahan Advisors sold 2,150 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $228K.
  • Callahan Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and held it in 15 quarters.
  • Callahan Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $253K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Callahan Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.