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Cullen/Frost Bankers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cullen/Frost Bankers’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
-403
Closed -$33K – 1201
2022
Q2 		$33K Buy
403
+1
+0.2% +$88 ﹤0.01% 765
2022
Q1 		$39K Buy
402
+1
+0.2% +$97 ﹤0.01% 783
2021
Q4 		$43K Buy
+401
New +$41.2K ﹤0.01% 777

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cullen/Frost Bankers's SUSA Position: Q3 2022 in Review

Cullen/Frost Bankers sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 403 shares — an estimated $33K sold.

Cullen/Frost Bankers first reported a position in SUSA in Q4 2021 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Cullen/Frost Bankers reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Cullen/Frost Bankers sold 403 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $33K.
  • Cullen/Frost Bankers first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 3 quarters.
  • Cullen/Frost Bankers's iShares ESG Optimized MSCI USA ETF position peaked at $43K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Cullen/Frost Bankers's 13F filing for Q3 2022, filed 7 Nov 2022.