Kistler-Tiffany Companies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kistler-Tiffany Companies’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 Q1	–	Sell	-100	Closed	-$8.23K	–	818
2022 Q4	$8.23K	Sell	100 -100	-50%	-$8.24K	﹤0.01%	646
2022 Q3	$15K	Hold	200	–	–	﹤0.01%	550
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	532
2022 Q1	$19K	Hold	200	–	–	﹤0.01%	530
2021 Q4	$21K	Hold	200	–	–	﹤0.01%	500
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	510
2021 Q2	$19K	Hold	200	–	–	﹤0.01%	495
2021 Q1	$18K	Hold	200	–	–	﹤0.01%	471
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	457
2020 Q3	$15K	Buy	+200	New	+$14.4K	﹤0.01%	430

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's SUSA Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 100 shares — an estimated $8.23K sold.

Kistler-Tiffany Companies first reported a position in SUSA in Q3 2020 and held it in 10 quarters. The position peaked at $21K in Q4 2021. 429 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Kistler-Tiffany Companies reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 100 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $8.23K.
Kistler-Tiffany Companies first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 10 quarters.
Kistler-Tiffany Companies's iShares ESG Optimized MSCI USA ETF position peaked at $21K in Q4 2021.
429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.