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Foster Dykema Cabot & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$12K Hold
136
– – ﹤0.01% 226
2023
Q2 		$13K Hold
136
– – ﹤0.01% 224
2023
Q1 		$12K Buy
+136
New +$11.7K ﹤0.01% 195
2019
Q4 		– Sell
-6,238
Closed -$386K – 99
2019
Q3 		$386K Hold
6,238
– – 0.06% 78
2019
Q2 		$380K Hold
6,238
– – 0.06% 80
2019
Q1 		$369K Hold
6,238
– – 0.06% 77
2018
Q4 		$322K Buy
6,238
+136
+2% +$7.54K 0.06% 77
2018
Q3 		$364K Hold
6,102
– – 0.06% 81
2018
Q2 		$352K Sell
6,102
-534
-8% -$30.1K 0.06% 81
2018
Q1 		$368K Sell
6,636
-30
-0.5% -$1.71K 0.06% 83
2017
Q4 		$370K Hold
6,666
– – 0.06% 80
2017
Q3 		$348K Hold
6,666
– – 0.06% 77
2017
Q2 		$341K Sell
6,666
-1,534
-19% -$77.1K 0.06% 90
2017
Q1 		$403K Buy
8,200
+610
+8% +$29.3K 0.07% 81
2016
Q4 		$349K Sell
7,590
-340
-4% -$15.4K 0.07% 90
2016
Q3 		$361K Hold
7,930
– – 0.08% 91
2016
Q2 		$343K Sell
7,930
-20
-0.3% -$859 0.08% 77
2016
Q1 		$338K Hold
7,950
– – 0.08% 74
2015
Q4 		$331K Sell
7,950
-750
-9% -$31.5K 0.08% 73
2015
Q3 		$343K Hold
8,700
– – 0.09% 68
2015
Q2 		$370K Buy
8,700
+2,000
+30% +$87.1K 0.1% 66
2015
Q1 		$288K Buy
+6,700
New +$287K 0.07% 75

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
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
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

Foster Dykema Cabot & Co's SUSA Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2023 at 136 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Foster Dykema Cabot & Co first reported a position in SUSA in Q1 2015 and has held it in 22 quarters since. The position peaked at $403K in Q1 2017. 420 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

  • Foster Dykema Cabot & Co held 136 shares of iShares ESG Optimized MSCI USA ETF worth $12K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2023.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #226 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2015 and has held it in 22 quarters since.
  • Foster Dykema Cabot & Co's iShares ESG Optimized MSCI USA ETF position peaked at $403K in Q1 2017.
  • 420 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.