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Ethos Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ethos Financial Group’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
2023
Q4 		– Sell
-3,643
Closed -$329K – 297
2023
Q3 		$329K Buy
3,643
+460
+14% +$43.3K 0.09% 126
2023
Q2 		$279K Hold
3,183
– – 0.09% 107
2023
Q1 		$279K Buy
+3,183
New +$274K 0.09% 127

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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 $29.2B AUM 22.81% 1-Year Est. Return

Ethos Financial Group's SUSA Position: Q4 2023 in Review

Ethos Financial Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 3,643 shares — an estimated $329K sold.

Ethos Financial Group first reported a position in SUSA in Q1 2023 and held it in 3 quarters. The position peaked at $329K in Q3 2023. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

  • Ethos Financial Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Ethos Financial Group sold 3,643 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $329K.
  • Ethos Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and held it in 3 quarters.
  • Ethos Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $329K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on Ethos Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.