Clear Perspectives Financial Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$437K	Hold	4,978	–	–	0.25%	31
2022 Q4	$410K	Sell	4,978 -20	-0.4%	-$1.65K	0.22%	36
2022 Q3	$379K	Sell	4,998 -590	-11%	-$50.2K	0.19%	37
2022 Q2	$451K	Sell	5,588 -19,332	-78%	-$1.7M	0.18%	36
2022 Q1	$2.41M	Sell	24,920 -2,267	-8%	-$220K	0.91%	26
2021 Q4	$2.89M	Buy	27,187 +1,304	+5%	+$134K	1.17%	23
2021 Q3	$2.48M	Buy	25,883 +5,863	+29%	+$579K	1.12%	23
2021 Q2	$1.91M	Buy	20,020 +936	+5%	+$86.6K	0.92%	25
2021 Q1	$1.68M	Hold	19,084	–	–	0.97%	24
2020 Q4	$1.57M	Buy	+19,084	New	+$1.49M	1%	25

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's SUSA Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2023 at 4,978 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #31.

Clear Perspectives Financial Planning first reported a position in SUSA in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.89M in Q4 2021. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Clear Perspectives Financial Planning held 4,978 shares of iShares ESG Optimized MSCI USA ETF worth $437K as of Q1 2023.
Clear Perspectives Financial Planning left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2023.
iShares ESG Optimized MSCI USA ETF made up 0.25% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #31 holding.
Clear Perspectives Financial Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares ESG Optimized MSCI USA ETF position peaked at $2.89M in Q4 2021.
428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.