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Divergent Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Divergent Planning’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
Q2 		– Sell
-127,312
Closed -$12.4M – 21
2022
Q1 		$12.4M Buy
127,312
+6,843
+6% +$663K 7.91% 6
2021
Q4 		$12.8M Buy
120,469
+6,685
+6% +$687K 9.36% 4
2021
Q3 		$11M Buy
113,784
+3,033
+3% +$300K 8.93% 5
2021
Q2 		$10.6M Buy
+110,751
New +$10.2M 8.63% 5

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Divergent Planning's SUSA Position: Q2 2022 in Review

Divergent Planning sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 127,312 shares — an estimated $12.4M sold.

Divergent Planning first reported a position in SUSA in Q2 2021 and held it in 4 quarters. The position peaked at $12.8M in Q4 2021. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • Divergent Planning reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Divergent Planning sold 127,312 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $12.4M.
  • Divergent Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and held it in 4 quarters.
  • Divergent Planning's iShares ESG Optimized MSCI USA ETF position peaked at $12.8M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Divergent Planning's 13F filing for Q2 2022, filed 11 Jul 2022.