Karp Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Karp Capital 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
2022 Q1	–	Sell	-2,232	Closed	-$237K	–	162
2021 Q4	$237K	Buy	2,232 +102	+5%	+$10.5K	0.03%	140
2021 Q3	$204K	Hold	2,130	–	–	0.03%	167
2021 Q2	$204K	Buy	+2,130	New	+$197K	0.03%	164
2019 Q1	–	Sell	-2,260	Closed	-$117K	–	339
2018 Q4	$117K	Buy	+2,260	New	+$125K	0.06%	107

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Karp Capital Management's SUSA Position: Q1 2022 in Review

Karp Capital Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 2,232 shares — an estimated $237K sold.

Karp Capital Management first reported a position in SUSA in Q4 2018 and held it in 4 quarters. The position peaked at $237K in Q4 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

Karp Capital Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 2,232 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $237K.
Karp Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 4 quarters.
Karp Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $237K in Q4 2021.
434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.