Credit Suisse’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Credit Suisse’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	–	Sell	-2,237	Closed	-$184K	–	3679
2022 Q4	$184K	Hold	2,237	–	–	﹤0.01%	3207
2022 Q3	$170K	Buy	2,237 +239	+12%	+$20.3K	﹤0.01%	3301
2022 Q2	$161K	Buy	+1,998	New	+$175K	﹤0.01%	3408
2022 Q1	–	Sell	-2,333	Closed	-$248K	–	4273
2021 Q4	$248K	Hold	2,333	–	–	﹤0.01%	4198
2021 Q3	$224K	Hold	2,333	–	–	﹤0.01%	4196
2021 Q2	$223K	Buy	+2,333	New	+$216K	﹤0.01%	4246
2019 Q2	–	Sell	-7,934	Closed	-$469K	–	4234
2019 Q1	$469K	Sell	7,934 -394	-5%	-$22.2K	﹤0.01%	3368
2018 Q4	$429K	Hold	8,328	–	–	﹤0.01%	3337
2018 Q3	$497K	Hold	8,328	–	–	﹤0.01%	3299
2018 Q2	$470K	Hold	8,328	–	–	﹤0.01%	3453
2018 Q1	$462K	Hold	8,328	–	–	﹤0.01%	3397
2017 Q4	$462K	Buy	+8,328	New	+$451K	﹤0.01%	3474

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credit Suisse's SUSA Position: Q1 2023 in Review

Credit Suisse sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 2,237 shares — an estimated $184K sold.

Credit Suisse first reported a position in SUSA in Q4 2017 and held it in 12 quarters. The position peaked at $497K in Q3 2018. 429 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Credit Suisse reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 2,237 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $184K.
Credit Suisse first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 12 quarters.
Credit Suisse's iShares ESG Optimized MSCI USA ETF position peaked at $497K in Q3 2018.
429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.