IWM
SUSA icon

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