Financial Synergies Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-234	Closed	-$25.6K	–	422
2024 Q1	$25.6K	Buy	234 +54	+30%	+$5.62K	﹤0.01%	173
2023 Q4	$14.8K	Sell	180 -34	-16%	-$3.17K	﹤0.01%	159
2023 Q3	$19.3K	Buy	214 +10	+5%	+$941	﹤0.01%	181
2023 Q2	$19.1K	Buy	204 +9	+5%	+$799	﹤0.01%	177
2023 Q1	$17.1K	Buy	195 +15	+8%	+$1.29K	﹤0.01%	196
2022 Q4	$14.8K	Buy	180 +28	+18%	+$2.31K	﹤0.01%	159
2022 Q3	$11.6K	Buy	152 +10	+7%	+$851	﹤0.01%	153
2022 Q2	$11.4K	Buy	+142	New	+$12.5K	﹤0.01%	162

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 $173B AUM 20.72% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's SUSA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 234 shares — an estimated $25.6K sold.

Financial Synergies Wealth Advisors first reported a position in SUSA in Q2 2022 and held it in 8 quarters. The position peaked at $25.6K in Q1 2024. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 234 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $25.6K.
Financial Synergies Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $25.6K in Q1 2024.
450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.