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

IHT Wealth 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
2024 Q4	–	Sell	-1,918	Closed	-$230K	–	1200
2024 Q3	$230K	Buy	+1,918	New	+$221K	0.01%	1030
2024 Q2	–	Sell	-1,886	Closed	-$206K	–	1077
2024 Q1	$206K	Buy	+1,886	New	+$196K	0.01%	936
2021 Q3	–	Sell	-2,687	Closed	-$257K	–	961
2021 Q2	$257K	Buy	2,687 +17	+0.6%	+$1.57K	0.02%	771
2021 Q1	$234K	Buy	2,670 +6	+0.2%	+$512	0.02%	713
2020 Q4	$219K	Buy	+2,664	New	+$208K	0.02%	665
2018 Q2	–	Sell	-490	Closed	-$26K	–	1241
2018 Q1	$26K	Hold	490	–	–	0.01%	895
2017 Q4	$28K	Buy	+490	New	+$26.6K	0.01%	888

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IHT Wealth Management's SUSA Position: Q4 2024 in Review

IHT Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 1,918 shares — an estimated $230K sold.

IHT Wealth Management first reported a position in SUSA in Q4 2017 and held it in 7 quarters. The position peaked at $257K in Q2 2021. 482 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

IHT Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 1,918 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $230K.
IHT Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 7 quarters.
IHT Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $257K in Q2 2021.
482 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.