Goodwin Investment Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Goodwin Investment Advisory’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
2024 Q1	–	Sell	-169	Closed	-$17K	–	74
2023 Q4	$17K	Hold	169	–	–	0.01%	54
2023 Q3	$15.2K	Sell	169 -69	-29%	-$6.49K	0.01%	69
2023 Q2	$22.3K	Hold	238	–	–	0.01%	69
2023 Q1	$20.9K	Buy	+238	New	+$20.5K	0.01%	71
2022 Q4	–	Sell	-329	Closed	-$25K	–	242
2022 Q3	$25K	Sell	329 -118	-26%	-$10K	0.02%	118
2022 Q2	$36.1K	Buy	447 +407	+1,018%	+$35.7K	0.03%	84
2022 Q1	$4K	Buy	40 +20	+100%	+$1.94K	﹤0.01%	176
2021 Q4	$2K	Buy	20 +12	+150%	+$1.23K	﹤0.01%	165
2021 Q3	$1K	Buy	+8	New	+$790	﹤0.01%	138

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Goodwin Investment Advisory's SUSA Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 169 shares — an estimated $17K sold.

Goodwin Investment Advisory first reported a position in SUSA in Q3 2021 and held it in 9 quarters. The position peaked at $36.1K in Q2 2022. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 169 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $17K.
Goodwin Investment Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 9 quarters.
Goodwin Investment Advisory's iShares ESG Optimized MSCI USA ETF position peaked at $36.1K in Q2 2022.
455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.