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

Diversified’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
2024
Q3 		$1.38M Sell
11,506
-55
-0.5% -$6.34K 0.15% 60
2024
Q2 		$1.3M Buy
11,561
+9,284
+408% +$1.01M 0.15% 58
2024
Q1 		$249K Sell
2,277
-117
-5% -$12.2K 0.03% 141
2023
Q4 		$241K Buy
2,394
+18
+0.8% +$1.68K 0.05% 132
2023
Q3 		$214K Hold
2,376
– – 0.06% 132
2023
Q2 		$222K Buy
2,376
+6
+0.3% +$533 0.06% 126
2023
Q1 		$208K Buy
+2,370
New +$204K 0.07% 135
2022
Q3 		– Sell
-2,535
Closed -$205K – 128
2022
Q2 		$205K Buy
2,535
+3
+0.1% +$263 0.09% 98
2022
Q1 		$245K Buy
2,532
+4
+0.2% +$388 0.1% 100
2021
Q4 		$269K Buy
2,528
+7
+0.3% +$720 0.11% 96
2021
Q3 		$242K Sell
2,521
-467
-16% -$46.1K 0.13% 94
2021
Q2 		$286K Buy
2,988
+6
+0.2% +$555 0.16% 84
2021
Q1 		$262K Buy
2,982
+1,500
+101% +$128K 0.2% 78
2020
Q4 		$218K Buy
+1,482
New +$116K 0.19% 82

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 $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diversified's SUSA Position: Q3 2024 in Review

Diversified reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.48% in Q3 2024, selling an estimated $6.34K and leaving 11,506 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #60.

Diversified first reported a position in SUSA in Q4 2020 and has held it in 14 quarters since. 459 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • Diversified held 11,506 shares of iShares ESG Optimized MSCI USA ETF worth $1.38M as of Q3 2024.
  • Diversified sold 55 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $6.34K.
  • iShares ESG Optimized MSCI USA ETF made up 0.15% of Diversified's portfolio in Q3 2024, its #60 holding.
  • Diversified first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 14 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.