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

KerberRose 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
2022 Q2	$304K	Buy	+3,763	New	+$330K	0.25%	79

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KerberRose Wealth Management's SUSA Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022: 3,763 shares worth $304K. The stake represents 0.25% of the portfolio and ranks #79 among its holdings.

416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

KerberRose Wealth Management held 3,763 shares of iShares ESG Optimized MSCI USA ETF worth $304K as of Q2 2022.
iShares ESG Optimized MSCI USA ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares ESG Optimized MSCI USA ETF made up 0.25% of KerberRose Wealth Management's portfolio in Q2 2022, its #79 holding.
416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.