First Command Bank’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Command Bank’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 Q2	$483K	Buy	5,161 +1,234	+31%	+$110K	0.05%	95
2023 Q1	$345K	Buy	3,927 +855	+28%	+$73.5K	0.04%	99
2022 Q4	$253K	Sell	3,072 -37	-1%	-$3.05K	0.03%	106
2022 Q3	$236K	Sell	3,109 -300	-9%	-$25.5K	0.03%	105
2022 Q2	$275K	Buy	3,409 +295	+9%	+$25.9K	0.04%	99
2022 Q1	$302K	Buy	3,114 +196	+7%	+$19K	0.04%	106
2021 Q4	$280K	Hold	2,918	–	–	0.05%	117
2021 Q3	$280K	Hold	2,918	–	–	0.05%	117
2021 Q2	$279K	Hold	2,918	–	–	0.03%	115
2021 Q1	$256K	Hold	2,918	–	–	0.06%	109
2020 Q4	$240K	Buy	2,918 +400	+16%	+$31.3K	0.06%	108
2020 Q3	$185K	Hold	2,518	–	–	0.05%	110
2020 Q2	$168K	Hold	2,518	–	–	0.05%	119
2020 Q1	$138K	Hold	2,518	–	–	0.07%	132
2019 Q4	$169K	Buy	2,518 +800	+47%	+$51.2K	0.08%	134
2019 Q3	$106K	Hold	1,718	–	–	0.05%	156
2019 Q2	$105K	Hold	1,718	–	–	0.05%	153
2019 Q1	$102K	Hold	1,718	–	–	0.05%	155
2018 Q4	$89K	Buy	1,718 +918	+115%	+$50.9K	0.05%	160
2018 Q3	$48K	Buy	+800	New	+$46.9K	0.01%	212

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

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

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

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

First Command Bank's SUSA Position: Q2 2023 in Review

First Command Bank increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 31% in Q2 2023, buying an estimated $110K and bringing the position to 5,161 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #95.

First Command Bank first reported a position in SUSA in Q3 2018 and has held it in 20 quarters since. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

First Command Bank held 5,161 shares of iShares ESG Optimized MSCI USA ETF worth $483K as of Q2 2023.
First Command Bank bought 1,234 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $110K.
iShares ESG Optimized MSCI USA ETF made up 0.05% of First Command Bank's portfolio in Q2 2023, its #95 holding.
First Command Bank first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 20 quarters since.
432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.