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

DB Wealth Management Group’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 Q4	$35.8K	Hold	356	–	–	0.02%	188
2023 Q3	$32K	Hold	356	–	–	0.02%	186
2023 Q2	$33.3K	Hold	356	–	–	0.02%	179
2023 Q1	$31.2K	Sell	356 -23	-6%	-$1.98K	0.02%	184
2022 Q4	$31.2K	Hold	379	–	–	0.02%	183
2022 Q3	$29K	Hold	379	–	–	0.02%	194
2022 Q2	$31K	Sell	379 -27	-7%	-$2.37K	0.02%	193
2022 Q1	$39K	Hold	406	–	–	0.02%	188
2021 Q4	$43K	Hold	406	–	–	0.03%	174
2021 Q3	$39K	Hold	406	–	–	0.03%	179
2021 Q2	$39K	Hold	406	–	–	0.03%	173
2021 Q1	$36K	Hold	406	–	–	0.02%	184
2020 Q4	$33K	Buy	+406	New	+$31.7K	0.02%	182

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

DB Wealth Management Group's SUSA Position: Q4 2023 in Review

DB Wealth Management Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q4 2023 at 356 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #188.

DB Wealth Management Group first reported a position in SUSA in Q4 2020 and has held it in 13 quarters since. The position peaked at $43K in Q4 2021. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

DB Wealth Management Group held 356 shares of iShares ESG Optimized MSCI USA ETF worth $35.8K as of Q4 2023.
DB Wealth Management Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q4 2023.
iShares ESG Optimized MSCI USA ETF made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #188 holding.
DB Wealth Management Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares ESG Optimized MSCI USA ETF position peaked at $43K in Q4 2021.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.