D'Orazio & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-80	Closed	-$8K	–	623
2021 Q3	$8K	Hold	80	–	–	﹤0.01%	581
2021 Q2	$8K	Hold	80	–	–	﹤0.01%	328
2021 Q1	$7K	Hold	80	–	–	﹤0.01%	315
2020 Q4	$7K	Hold	80	–	–	﹤0.01%	291
2020 Q3	$6K	Hold	80	–	–	﹤0.01%	262
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	279
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	270
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	283
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	284
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	280
2019 Q1	$5K	Hold	80	–	–	﹤0.01%	279
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	257
2018 Q3	$5K	Buy	+80	New	+$4.69K	﹤0.01%	241

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D'Orazio & Associates's SUSA Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 80 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in SUSA in Q3 2018 and held it in 13 quarters. The position peaked at $8K in Q3 2021. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

D'Orazio & Associates reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 80 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $8K.
D'Orazio & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and held it in 13 quarters.
D'Orazio & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $8K in Q3 2021.
445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.