CAM
SUSA icon

Crestone Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Crestone Asset Management’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
2022
Q3 		– Sell
-9,731
Closed -$785K – 82
2022
Q2 		$785K Sell
9,731
-249
-2% -$21.9K 0.18% 48
2022
Q1 		$966K Sell
9,980
-236
-2% -$22.9K 0.2% 42
2021
Q4 		$1.08M Buy
+10,216
New +$1.05M 0.22% 43

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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crestone Asset Management's SUSA Position: Q3 2022 in Review

Crestone Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 9,731 shares — an estimated $785K sold.

Crestone Asset Management first reported a position in SUSA in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Crestone Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Crestone Asset Management sold 9,731 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $785K.
  • Crestone Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 3 quarters.
  • Crestone Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.08M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Crestone Asset Management's 13F filing for Q3 2022, filed 25 Oct 2022.