Fure Financial Corporation’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fure Financial Corporation’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 Q3	–	Sell	-146	Closed	-$11K	–	63
2022 Q2	$11K	Buy	146 +30	+26%	+$2.63K	0.01%	44
2022 Q1	$11K	Hold	116	–	–	0.01%	44
2021 Q4	$12K	Hold	116	–	–	0.01%	42
2021 Q3	$11K	Buy	+116	New	+$11.5K	0.01%	36
2021 Q2	–	Sell	-116	Closed	-$10K	–	75
2021 Q1	$10K	Sell	116 -253	-69%	-$21.6K	0.01%	62
2020 Q4	$30K	Buy	369 +39	+12%	+$3.05K	0.02%	49
2020 Q3	$24K	Buy	+330	New	+$23.8K	0.02%	46

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fure Financial Corporation's SUSA Position: Q3 2022 in Review

Fure Financial Corporation sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 146 shares — an estimated $11K sold.

Fure Financial Corporation first reported a position in SUSA in Q3 2020 and held it in 7 quarters. The position peaked at $30K in Q4 2020. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

Fure Financial Corporation reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
Fure Financial Corporation sold 146 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $11K.
Fure Financial Corporation first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 7 quarters.
Fure Financial Corporation's iShares ESG Optimized MSCI USA ETF position peaked at $30K in Q4 2020.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.