Fiera Capital (Canada)
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Fiera Capital (Canada)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fiera Capital (Canada)’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
2022
Q1 		– Sell
-5,781
Closed -$614K – 613
2021
Q4 		$614K Buy
+5,781
New +$594K ﹤0.01% 486
2019
Q1 		– Sell
-4,780
Closed -$247K – 697
2018
Q4 		$247K Buy
+4,780
New +$265K ﹤0.01% 602

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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiera Capital (Canada)'s SUSA Position: Q1 2022 in Review

Fiera Capital (Canada) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 5,781 shares — an estimated $614K sold.

Fiera Capital (Canada) first reported a position in SUSA in Q4 2018 and held it in 2 quarters. The position peaked at $614K in Q4 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • Fiera Capital (Canada) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Fiera Capital (Canada) sold 5,781 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $614K.
  • Fiera Capital (Canada) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 2 quarters.
  • Fiera Capital (Canada)'s iShares ESG Optimized MSCI USA ETF position peaked at $614K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2022, filed 9 May 2022.