Destiny Capital Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Destiny Capital Securities’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 Q3	$1.03M	Buy	+11,433	New	+$1.08M	0.83%	24

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Destiny Capital Securities's SUSA Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2023: 11,433 shares worth $1.03M. The stake represents 0.83% of the portfolio and ranks #24 among its holdings.

421 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

Destiny Capital Securities held 11,433 shares of iShares ESG Optimized MSCI USA ETF worth $1.03M as of Q3 2023.
iShares ESG Optimized MSCI USA ETF was a new Destiny Capital Securities position in Q3 2023.
iShares ESG Optimized MSCI USA ETF made up 0.83% of Destiny Capital Securities's portfolio in Q3 2023, its #24 holding.
421 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.