HSBC Holdings’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

HSBC Holdings’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	-17,300	Closed	-$2.1M	–	3253
2024 Q4	$2.1M	Hold	17,300	–	–	﹤0.01%	1452
2024 Q3	$2.08M	Hold	17,300	–	–	﹤0.01%	1412
2024 Q2	$1.94M	Hold	17,300	–	–	﹤0.01%	1411
2024 Q1	$1.89M	Hold	17,300	–	–	﹤0.01%	1505
2023 Q4	$1.74M	Hold	17,300	–	–	﹤0.01%	1547
2023 Q3	$1.56M	Sell	17,300 -2,200	-11%	-$207K	﹤0.01%	1551
2023 Q2	$1.81M	Sell	19,500 -2,800	-13%	-$249K	﹤0.01%	1477
2023 Q1	$1.96M	Hold	22,300	–	–	﹤0.01%	1523
2022 Q4	$1.84M	Hold	22,300	–	–	﹤0.01%	1720
2022 Q3	$1.69M	Sell	22,300 -4,260	-16%	-$362K	﹤0.01%	1627
2022 Q2	$2.14M	Hold	26,560	–	–	﹤0.01%	1554
2022 Q1	$2.57M	Sell	26,560 -1,200	-4%	-$116K	﹤0.01%	1487
2021 Q4	$2.95M	Buy	27,760 +23,500	+552%	+$2.42M	﹤0.01%	1504
2021 Q3	$409K	Sell	4,260 -740	-15%	-$73.1K	﹤0.01%	2377
2021 Q2	$478K	Hold	5,000	–	–	﹤0.01%	2212
2021 Q1	$439K	Buy	+5,000	New	+$427K	﹤0.01%	2060

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

BlackRock New York $6.73T AUM 46.02% 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

HSBC Holdings's SUSA Position: Q1 2025 in Review

HSBC Holdings sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 17,300 shares — an estimated $2.1M sold.

HSBC Holdings first reported a position in SUSA in Q1 2021 and held it in 16 quarters. The position peaked at $2.95M in Q4 2021. 477 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

HSBC Holdings reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
HSBC Holdings sold 17,300 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $2.1M.
HSBC Holdings first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 16 quarters.
HSBC Holdings's iShares ESG Optimized MSCI USA ETF position peaked at $2.95M in Q4 2021.
477 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.