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First Citizens Bank & Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Citizens Bank & Trust’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
Q3 		– Sell
-4,087
Closed -$459K – 476
2024
Q2 		$459K Buy
+4,087
New +$443K 0.01% 327

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

First Citizens Bank & Trust's SUSA Position: Q3 2024 in Review

First Citizens Bank & Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 4,087 shares — an estimated $459K sold.

First Citizens Bank & Trust first reported a position in SUSA in Q2 2024 and held it in 1 quarter. The position peaked at $459K in Q2 2024. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • First Citizens Bank & Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • First Citizens Bank & Trust sold 4,087 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $459K.
  • First Citizens Bank & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and held it in 1 quarter.
  • First Citizens Bank & Trust's iShares ESG Optimized MSCI USA ETF position peaked at $459K in Q2 2024.
  • 458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on First Citizens Bank & Trust's 13F filing for Q3 2024, filed 17 Oct 2024.