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Curi Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Curi Wealth 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
-436
Closed -$35K – 627
2022
Q2 		$35K Hold
436
– – 0.01% 256
2022
Q1 		$42K Hold
436
– – 0.01% 229
2021
Q4 		$46K Buy
+436
New +$44.8K 0.01% 190

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 $1.81B AUM 17.83% 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

Curi Wealth Management's SUSA Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 436 shares — an estimated $35K sold.

Curi Wealth Management first reported a position in SUSA in Q4 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 436 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $35K.
  • Curi Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $46K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.