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Continental Investors Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Continental Investors Services’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
Q3 		– Sell
-2,118
Closed -$202K – 59
2023
Q2 		$202K Buy
+2,118
New +$188K 0.24% 64

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Bank of America
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Morgan Stanley
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Continental Investors Services's SUSA Position: Q3 2023 in Review

Continental Investors Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2023, closing a stake of 2,118 shares — an estimated $202K sold.

Continental Investors Services first reported a position in SUSA in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 420 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

  • Continental Investors Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Continental Investors Services sold 2,118 iShares ESG Optimized MSCI USA ETF shares in Q3 2023, an estimated $202K.
  • Continental Investors Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and held it in 1 quarter.
  • Continental Investors Services's iShares ESG Optimized MSCI USA ETF position peaked at $202K in Q2 2023.
  • 420 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

Based on Continental Investors Services's 13F filing for Q3 2023, filed 13 Nov 2023.