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Creative Financial Designs’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-1,258
Closed -$141K – 1729
2024
Q2 		$141K Sell
1,258
-94
-7% -$10.2K 0.01% 510
2024
Q1 		$148K Sell
1,352
-434
-24% -$45.2K 0.01% 491
2023
Q4 		$179K Sell
1,786
-46
-3% -$4.29K 0.02% 406
2023
Q3 		$165K Sell
1,832
-464
-20% -$43.7K 0.02% 378
2023
Q2 		$215K Sell
2,296
-160
-7% -$14.2K 0.03% 328
2023
Q1 		$216K Buy
2,456
+9
+0.4% +$773 0.03% 319
2022
Q4 		$201K Buy
2,447
+10
+0.4% +$824 0.03% 310
2022
Q3 		$185K Buy
2,437
+10
+0.4% +$851 0.03% 303
2022
Q2 		$196K Sell
2,427
-498
-17% -$43.7K 0.03% 296
2022
Q1 		$283K Buy
2,925
+6
+0.2% +$581 0.04% 248
2021
Q4 		$310K Buy
2,919
+571
+24% +$58.7K 0.05% 244
2021
Q3 		$225K Buy
2,348
+1,647
+235% +$163K 0.04% 278
2021
Q2 		$67K Buy
+701
New +$64.8K 0.01% 526
2020
Q3 		– Sell
-582
Closed -$39K – 1290
2020
Q2 		$39K Buy
+582
New +$36.4K 0.01% 461

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Financial Designs's SUSA Position: Q3 2024 in Review

Creative Financial Designs sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 1,258 shares — an estimated $141K sold.

Creative Financial Designs first reported a position in SUSA in Q2 2020 and held it in 14 quarters. The position peaked at $310K in Q4 2021. 460 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • Creative Financial Designs reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 1,258 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $141K.
  • Creative Financial Designs first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 14 quarters.
  • Creative Financial Designs's iShares ESG Optimized MSCI USA ETF position peaked at $310K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.