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GeoWealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-12
Closed -$1.46K – 1721
2024
Q4 		$1.46K Sell
12
-72,908
-100% -$8.94M ﹤0.01% 1673
2024
Q3 		$8.78M Buy
+72,920
New +$8.41M 0.31% 58

Other funds holding SUSA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

GeoWealth Management's SUSA Position: Q1 2025 in Review

GeoWealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 12 shares — an estimated $1.46K sold.

GeoWealth Management first reported a position in SUSA in Q3 2024 and held it in 2 quarters. The position peaked at $8.78M in Q3 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • GeoWealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 12 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $1.46K.
  • GeoWealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $8.78M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.