ClearBridge Investments
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ClearBridge Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

ClearBridge Investments’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 		– Sell
-5,946
Closed -$598K – 773
2023
Q4 		$598K Buy
+5,946
New +$555K ﹤0.01% 682

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

ClearBridge Investments's SUSA Position: Q1 2024 in Review

ClearBridge Investments sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 5,946 shares — an estimated $598K sold.

ClearBridge Investments first reported a position in SUSA in Q4 2023 and held it in 1 quarter. The position peaked at $598K in Q4 2023. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • ClearBridge Investments reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • ClearBridge Investments sold 5,946 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $598K.
  • ClearBridge Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • ClearBridge Investments's iShares ESG Optimized MSCI USA ETF position peaked at $598K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on ClearBridge Investments's 13F filing for Q1 2024, filed 13 May 2024.