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Cetera Advisor Networks’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cetera Advisor Networks’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 		$3.05M Sell
27,966
-344
-1% -$35.8K 0.02% 832
2023
Q4 		$2.85M Buy
28,310
+24
+0.1% +$2.24K 0.02% 814
2023
Q3 		$2.54M Buy
28,286
+5,274
+23% +$496K 0.02% 795
2023
Q2 		$2.15M Sell
23,012
-2,320
-9% -$206K 0.02% 829
2023
Q1 		$2.22M Sell
25,332
-2,493
-9% -$214K 0.02% 797
2022
Q4 		$2.29M Sell
27,825
-206
-0.7% -$17K 0.02% 750
2022
Q3 		$2.13M Buy
28,031
+169
+0.6% +$14.4K 0.03% 565
2022
Q2 		$2.25M Sell
27,862
-7,198
-21% -$632K 0.03% 546
2022
Q1 		$3.4M Sell
35,060
-269
-0.8% -$26.1K 0.04% 433
2021
Q4 		$3.75M Buy
35,329
+475
+1% +$48.8K 0.05% 382
2021
Q3 		$3.34M Buy
34,854
+4,962
+17% +$490K 0.05% 378
2021
Q2 		$2.86M Buy
29,892
+17,731
+146% +$1.64M 0.04% 416
2021
Q1 		$1.07M Buy
12,161
+1,236
+11% +$105K 0.02% 565
2020
Q4 		$900K Buy
10,925
+1,081
+11% +$84.5K 0.02% 577
2020
Q3 		$724K Buy
9,844
+2,364
+32% +$171K 0.02% 583
2020
Q2 		$500K Sell
7,480
-764
-9% -$47.8K 0.01% 697
2020
Q1 		$452K Buy
8,244
+476
+6% +$30.5K 0.01% 644
2019
Q4 		$521K Buy
7,768
+90
+1% +$5.75K 0.01% 722
2019
Q3 		$475K Sell
7,678
-1,292
-14% -$79.1K 0.01% 722
2019
Q2 		$547K Sell
8,970
-1,622
-15% -$97K 0.02% 649
2019
Q1 		$627K Hold
10,592
– – 0.02% 589
2018
Q4 		$548K Sell
10,592
-1,268
-11% -$70.3K 0.02% 552
2018
Q3 		$708K Buy
11,860
+1,422
+14% +$83.4K 0.02% 526
2018
Q2 		$590K Buy
10,438
+470
+5% +$26.5K 0.03% 430
2018
Q1 		$554K Buy
9,968
+2
+0% +$114 0.02% 475
2017
Q4 		$554K Sell
9,966
-3,736
-27% -$203K 0.02% 535
2017
Q3 		$716K Sell
13,702
-10,008
-42% -$518K 0.03% 421
2017
Q2 		$1.21M Buy
23,710
+54
+0.2% +$2.71K 0.06% 283
2017
Q1 		$1.16M Buy
23,656
+1,970
+9% +$94.6K 0.06% 291
2016
Q4 		$998K Sell
21,686
-4,358
-17% -$198K 0.05% 304
2016
Q3 		$1.18M Buy
26,044
+4,612
+22% +$208K 0.05% 336
2016
Q2 		$927K Buy
21,432
+1,124
+6% +$48.3K 0.05% 305
2016
Q1 		$862K Buy
20,308
+656
+3% +$26.2K 0.05% 314
2015
Q4 		$817K Buy
19,652
+8,706
+80% +$366K 0.05% 318
2015
Q3 		$431K Buy
10,946
+262
+2% +$10.9K 0.03% 464
2015
Q2 		$461K Hold
10,684
– – 0.03% 476
2015
Q1 		$461K Buy
10,684
+1,916
+22% +$82.2K 0.03% 478
2014
Q4 		$378K Buy
8,768
+1,184
+16% +$49.7K 0.03% 531
2014
Q3 		$312K Buy
7,584
+438
+6% +$18.1K 0.02% 587
2014
Q2 		$294K Sell
7,146
-610
-8% -$24.2K 0.02% 623
2014
Q1 		$303K Buy
+7,756
New +$297K 0.02% 581
2013
Q4 		– Sell
-5,870
Closed -$208K – 780
2013
Q3 		$208K Sell
5,870
-6
-0.1% -$211 0.02% 620
2013
Q2 		$200K Buy
+5,876
New +$200K 0.02% 558

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Advisor Networks's SUSA Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q1 2024, selling an estimated $35.8K and leaving 27,966 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #832.

Cetera Advisor Networks first reported a position in SUSA in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.75M in Q4 2021. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • Cetera Advisor Networks held 27,966 shares of iShares ESG Optimized MSCI USA ETF worth $3.05M as of Q1 2024.
  • Cetera Advisor Networks sold 344 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $35.8K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #832 holding.
  • Cetera Advisor Networks first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's iShares ESG Optimized MSCI USA ETF position peaked at $3.75M in Q4 2021.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.