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

Eastern Bank’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
2025
Q1 		– Sell
-617
Closed -$75K – 1035
2024
Q4 		$75K Buy
617
+240
+64% +$29.4K ﹤0.01% 506
2024
Q3 		$45.4K Buy
+377
New +$43.5K ﹤0.01% 567

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 $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Eastern Bank's SUSA Position: Q1 2025 in Review

Eastern Bank sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 617 shares — an estimated $75K sold.

Eastern Bank first reported a position in SUSA in Q3 2024 and held it in 2 quarters. The position peaked at $75K in Q4 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Eastern Bank reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Eastern Bank sold 617 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $75K.
  • Eastern Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • Eastern Bank's iShares ESG Optimized MSCI USA ETF position peaked at $75K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Eastern Bank's 13F filing for Q1 2025, filed 8 May 2025.