CIBC World Market
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CIBC World Market’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CIBC World Market’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
2019
Q4 		– Sell
-3,650
Closed -$226K – 1219
2019
Q3 		$226K Hold
3,650
– – ﹤0.01% 987
2019
Q2 		$222K Hold
3,650
– – ﹤0.01% 1022
2019
Q1 		$216K Buy
+3,650
New +$206K ﹤0.01% 1072
2018
Q4 		– Sell
-3,796
Closed -$227K – 1210
2018
Q3 		$227K Hold
3,796
– – ﹤0.01% 1038
2018
Q2 		$214K Buy
+3,796
New +$214K ﹤0.01% 1058

Other funds holding SUSA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CIBC World Market's SUSA Position: Q4 2019 in Review

CIBC World Market sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019, closing a stake of 3,650 shares — an estimated $226K sold.

CIBC World Market first reported a position in SUSA in Q2 2018 and held it in 5 quarters. The position peaked at $227K in Q3 2018. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

  • CIBC World Market reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
  • CIBC World Market sold 3,650 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $226K.
  • CIBC World Market first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2018 and held it in 5 quarters.
  • CIBC World Market's iShares ESG Optimized MSCI USA ETF position peaked at $227K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on CIBC World Market's 13F filing for Q4 2019, filed 13 Feb 2020.