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

Ethic Inc’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
-8,191
Closed -$786K – 685
2021
Q3 		$786K Buy
+8,191
New +$809K 0.08% 273

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ethic Inc's SUSA Position: Q4 2021 in Review

Ethic Inc sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 8,191 shares — an estimated $786K sold.

Ethic Inc first reported a position in SUSA in Q3 2021 and held it in 1 quarter. The position peaked at $786K in Q3 2021. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

  • Ethic Inc reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Ethic Inc sold 8,191 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $786K.
  • Ethic Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 1 quarter.
  • Ethic Inc's iShares ESG Optimized MSCI USA ETF position peaked at $786K in Q3 2021.
  • 445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Ethic Inc's 13F filing for Q4 2021, filed 14 Feb 2022.