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Horizon Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Horizon Investments’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
Q3 		– Sell
-33
Closed -$3.71K – 881
2024
Q2 		$3.71K Hold
33
– – ﹤0.01% 674
2024
Q1 		$3.6K Hold
33
– – ﹤0.01% 658
2023
Q4 		$3.32K Hold
33
– – ﹤0.01% 646
2023
Q3 		$2.97K Hold
33
– – ﹤0.01% 671
2023
Q2 		$3.09K Buy
33
+3
+10% +$266 ﹤0.01% 649
2023
Q1 		$2.63K Buy
+30
New +$2.58K ﹤0.01% 652

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Horizon Investments's SUSA Position: Q3 2024 in Review

Horizon Investments sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 33 shares — an estimated $3.71K sold.

Horizon Investments first reported a position in SUSA in Q1 2023 and held it in 6 quarters. The position peaked at $3.71K in Q2 2024. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • Horizon Investments reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Horizon Investments sold 33 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $3.71K.
  • Horizon Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and held it in 6 quarters.
  • Horizon Investments's iShares ESG Optimized MSCI USA ETF position peaked at $3.71K in Q2 2024.
  • 458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Horizon Investments's 13F filing for Q3 2024, filed 13 Nov 2024.