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Fiduciary Alliance’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fiduciary Alliance’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
Q2 		– Sell
-3,013
Closed -$328K – 226
2024
Q1 		$328K Sell
3,013
-2,963
-50% -$309K 0.06% 147
2023
Q4 		$601K Sell
5,976
-1,686
-22% -$157K 0.12% 102
2023
Q3 		$689K Buy
7,662
+1,801
+31% +$169K 0.16% 82
2023
Q2 		$549K Buy
+5,861
New +$521K 0.12% 97

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiduciary Alliance's SUSA Position: Q2 2024 in Review

Fiduciary Alliance sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 3,013 shares — an estimated $328K sold.

Fiduciary Alliance first reported a position in SUSA in Q2 2023 and held it in 4 quarters. The position peaked at $689K in Q3 2023. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

  • Fiduciary Alliance reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Alliance sold 3,013 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $328K.
  • Fiduciary Alliance first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and held it in 4 quarters.
  • Fiduciary Alliance's iShares ESG Optimized MSCI USA ETF position peaked at $689K in Q3 2023.
  • 450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Fiduciary Alliance's 13F filing for Q2 2024, filed 10 Jul 2024.