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

Cetera 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
2024
Q1 		$2.01M Buy
18,445
+4,806
+35% +$500K 0.02% 817
2023
Q4 		$1.37M Buy
13,639
+513
+4% +$47.9K 0.02% 646
2023
Q3 		$1.18M Sell
13,126
-9
-0.1% -$847 0.02% 659
2023
Q2 		$1.23M Sell
13,135
-1,317
-9% -$117K 0.02% 644
2023
Q1 		$1.27M Buy
14,452
+515
+4% +$44.3K 0.02% 606
2022
Q4 		$1.15M Buy
13,937
+799
+6% +$65.8K 0.02% 621
2022
Q3 		$997K Buy
13,138
+271
+2% +$23.1K 0.03% 536
2022
Q2 		$1.04M Sell
12,867
-338
-3% -$29.7K 0.02% 559
2022
Q1 		$1.28M Sell
13,205
-147
-1% -$14.2K 0.03% 532
2021
Q4 		$1.42M Sell
13,352
-2,191
-14% -$225K 0.03% 484
2021
Q3 		$1.49M Buy
15,543
+4,009
+35% +$396K 0.03% 479
2021
Q2 		$1.1M Buy
11,534
+1,072
+10% +$99.2K 0.03% 514
2021
Q1 		$919K Buy
10,462
+522
+5% +$44.5K 0.03% 514
2020
Q4 		$818K Hold
9,940
– – 0.03% 475
2020
Q3 		$731K Sell
9,940
-636
-6% -$45.9K 0.03% 447
2020
Q2 		$707K Buy
10,576
+56
+0.5% +$3.5K 0.03% 445
2020
Q1 		$577K Buy
10,520
+1,222
+13% +$78.3K 0.03% 430
2019
Q4 		$623K Sell
9,298
-424
-4% -$27.1K 0.03% 492
2019
Q3 		$602K Buy
9,722
+234
+2% +$14.3K 0.03% 481
2019
Q2 		$580K Buy
9,488
+2,170
+30% +$130K 0.03% 521
2019
Q1 		$433K Buy
7,318
+374
+5% +$21.1K 0.02% 535
2018
Q4 		$359K Sell
6,944
-5,680
-45% -$315K 0.02% 582
2018
Q3 		$753K Buy
12,624
+2,028
+19% +$119K 0.04% 428
2018
Q2 		$599K Buy
10,596
+5,858
+124% +$330K 0.03% 454
2018
Q1 		$264K Sell
4,738
-50,170
-91% -$2.85M 0.02% 653
2017
Q4 		$3.05M Buy
54,908
+13,680
+33% +$742K 0.19% 123
2017
Q3 		$2.15M Buy
41,228
+25,490
+162% +$1.32M 0.13% 170
2017
Q2 		$802K Buy
15,738
+4,184
+36% +$210K 0.05% 355
2017
Q1 		$568K Sell
11,554
-4,080
-26% -$196K 0.04% 416
2016
Q4 		$719K Buy
15,634
+5,498
+54% +$250K 0.05% 332
2016
Q3 		$462K Hold
10,136
– – 0.04% 433
2016
Q2 		$438K Buy
10,136
+836
+9% +$35.9K 0.03% 449
2016
Q1 		$395K Hold
9,300
– – 0.03% 460
2015
Q4 		$388K Buy
9,300
+1,400
+18% +$58.8K 0.03% 470
2015
Q3 		$312K Hold
7,900
– – 0.03% 481
2015
Q2 		$336K Buy
7,900
+1,200
+18% +$52.2K 0.03% 481
2015
Q1 		$287K Hold
6,700
– – 0.03% 514
2014
Q4 		$288K Sell
6,700
-520
-7% -$21.8K 0.03% 491
2014
Q3 		$297K Sell
7,220
-1,788
-20% -$73.8K 0.02% 451
2014
Q2 		$371K Hold
9,008
– – 0.04% 398
2014
Q1 		$352K Buy
9,008
+1,888
+27% +$72.3K 0.05% 371
2013
Q4 		$273K Sell
7,120
-1,400
-16% -$51.6K 0.04% 390
2013
Q3 		$301K Hold
8,520
– – 0.05% 322
2013
Q2 		$289K Buy
+8,520
New +$289K 0.06% 300

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Advisors's SUSA Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 35% in Q1 2024, buying an estimated $500K and bringing the position to 18,445 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #817.

Cetera Advisors first reported a position in SUSA in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.05M in Q4 2017. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • Cetera Advisors held 18,445 shares of iShares ESG Optimized MSCI USA ETF worth $2.01M as of Q1 2024.
  • Cetera Advisors bought 4,806 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $500K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #817 holding.
  • Cetera Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 44 quarters since.
  • Cetera Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $3.05M in Q4 2017.
  • 455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

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