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GGM Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GGM Wealth Advisors’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
-1,650
Closed -$201K – 150
2024
Q4 		$201K Buy
+1,650
New +$202K 0.1% 135
2022
Q2 		– Sell
-11,490
Closed -$1.09M – 141
2022
Q1 		$1.09M Hold
11,490
– – 0.55% 42
2021
Q4 		$1.19M Hold
11,490
– – 0.94% 28
2021
Q3 		$1.18M Hold
11,490
– – 0.93% 26
2021
Q2 		$1.1M Buy
11,490
+205
+2% +$19K 0.94% 28
2021
Q1 		$1.04M Buy
+11,285
New +$963K 0.83% 28

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

GGM Wealth Advisors's SUSA Position: Q1 2025 in Review

GGM Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 1,650 shares — an estimated $201K sold.

GGM Wealth Advisors first reported a position in SUSA in Q1 2021 and held it in 6 quarters. The position peaked at $1.19M in Q4 2021. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • GGM Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • GGM Wealth Advisors sold 1,650 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $201K.
  • GGM Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 6 quarters.
  • GGM Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.19M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.