Edmonds Duncan Registered Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	$922K	Buy	7,657 +46	+0.6%	+$5.31K	0.2%	56
2024 Q2	$855K	Buy	7,611 +1,383	+22%	+$150K	0.21%	55
2024 Q1	$680K	Sell	6,228 -393	-6%	-$40.9K	0.17%	61
2023 Q4	$665K	Hold	6,621	–	–	0.17%	60
2023 Q3	$596K	Hold	6,621	–	–	0.17%	66
2023 Q2	$620K	Hold	6,621	–	–	0.19%	61
2023 Q1	$581K	Hold	6,621	–	–	0.18%	69
2022 Q4	$545K	Hold	6,621	–	–	0.18%	68
2022 Q3	$503K	Hold	6,621	–	–	0.18%	68
2022 Q2	$534K	Buy	6,621 +902	+16%	+$79.2K	0.18%	68
2022 Q1	$554K	Hold	5,719	–	–	0.16%	72
2021 Q4	$569K	Hold	5,719	–	–	0.15%	74
2021 Q3	$549K	Hold	5,719	–	–	0.17%	80
2021 Q2	$546K	Hold	5,719	–	–	0.17%	80
2021 Q1	$502K	Buy	5,719 +577	+11%	+$49.2K	0.17%	78
2020 Q4	$446K	Hold	5,142	–	–	0.15%	79
2020 Q3	$378K	Hold	5,142	–	–	0.16%	80
2020 Q2	$344K	Hold	5,142	–	–	0.15%	85
2020 Q1	$282K	Hold	5,142	–	–	0.14%	87
2019 Q4	$345K	Buy	5,142 +600	+13%	+$38.4K	0.14%	85
2019 Q3	$281K	Hold	4,542	–	–	0.12%	92
2019 Q2	$279K	Hold	4,542	–	–	0.12%	95
2019 Q1	$269K	Hold	4,542	–	–	0.11%	100
2018 Q4	$234K	Buy	4,542 +608	+15%	+$33.7K	0.11%	103
2018 Q3	$235K	Hold	3,934	–	–	0.1%	101
2018 Q2	$222K	Hold	3,934	–	–	0.1%	103
2018 Q1	$218K	Hold	3,934	–	–	0.1%	101
2017 Q4	$218K	Buy	+3,934	New	+$213K	0.1%	98

Other funds holding SUSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's SUSA Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.6% in Q3 2024, buying an estimated $5.31K and bringing the position to 7,657 shares worth $922K. The position accounts for 0.2% of the portfolio, ranked #56.

Edmonds Duncan Registered Investment Advisors first reported a position in SUSA in Q4 2017 and has held it in 28 quarters since. 459 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 7,657 shares of iShares ESG Optimized MSCI USA ETF worth $922K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 46 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $5.31K.
iShares ESG Optimized MSCI USA ETF made up 0.2% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #56 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 28 quarters since.
459 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.