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

Kingsview 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
-35,698
Closed -$4.3M – 1182
2024
Q3 		$4.3M Buy
35,698
+8,204
+30% +$946K 0.09% 223
2024
Q2 		$3.09M Buy
27,494
+3,991
+17% +$433K 0.07% 251
2024
Q1 		$2.57M Buy
23,503
+12,051
+105% +$1.25M 0.06% 284
2023
Q4 		$1.15M Buy
11,452
+203
+2% +$18.9K 0.03% 427
2023
Q3 		$1.01M Buy
+11,249
New +$1.06M 0.04% 431

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kingsview Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 35,698 shares — an estimated $4.3M sold.

Kingsview Wealth Management first reported a position in SUSA in Q3 2023 and held it in 5 quarters. The position peaked at $4.3M in Q3 2024. 482 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

  • Kingsview Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 35,698 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $4.3M.
  • Kingsview Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and held it in 5 quarters.
  • Kingsview Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $4.3M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.