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Institutional & Family Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Institutional & Family Asset 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
2023
Q2 		– Sell
-14,605
Closed -$1.28M – 789
2023
Q1 		$1.28M Buy
14,605
+731
+5% +$62.8K 0.21% 83
2022
Q4 		$1.14M Sell
13,874
-13,225
-49% -$1.09M 0.19% 84
2022
Q3 		$2.06M Buy
27,099
+2,303
+9% +$196K 0.36% 68
2022
Q2 		$2M Hold
24,796
– – 0.34% 70
2022
Q1 		$2.4M Sell
24,796
-443
-2% -$42.9K 0.38% 69
2021
Q4 		$2.68M Sell
25,239
-709
-3% -$72.9K 0.42% 70
2021
Q3 		$2.49M Sell
25,948
-1,158
-4% -$114K 0.4% 71
2021
Q2 		$2.59M Buy
27,106
+10,602
+64% +$981K 0.43% 70
2021
Q1 		$1.45M Buy
16,504
+5,169
+46% +$441K 0.28% 80
2020
Q4 		$933K Sell
11,335
-399
-3% -$31.2K 0.2% 90
2020
Q3 		$863K Sell
11,734
-754
-6% -$54.5K 0.2% 88
2020
Q2 		$835K Buy
12,488
+1,176
+10% +$73.6K 0.17% 91
2020
Q1 		$621K Sell
11,312
-448
-4% -$28.7K 0.14% 95
2019
Q4 		$788K Sell
11,760
-136
-1% -$8.7K 0.17% 99
2019
Q3 		$735K Sell
11,896
-98
-0.8% -$6K 0.16% 95
2019
Q2 		$731K Buy
11,994
+34
+0.3% +$2.03K 0.16% 98
2019
Q1 		$707K Sell
11,960
-1,038
-8% -$58.5K 0.15% 101
2018
Q4 		$670K Sell
12,998
-3,064
-19% -$170K 0.15% 96
2018
Q3 		$959K Sell
16,062
-1,790
-10% -$105K 0.19% 89
2018
Q2 		$1.01M Buy
17,852
+32
+0.2% +$1.8K 0.21% 85
2018
Q1 		$988K Buy
+17,820
New +$1.01M 0.21% 86

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Institutional & Family Asset Management's SUSA Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 14,605 shares — an estimated $1.28M sold.

Institutional & Family Asset Management first reported a position in SUSA in Q1 2018 and held it in 21 quarters. The position peaked at $2.68M in Q4 2021. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 14,605 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $1.28M.
  • Institutional & Family Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 21 quarters.
  • Institutional & Family Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $2.68M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.