Koshinski Asset Management
SUSA icon

Koshinski Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Koshinski 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
2022
Q2 		– Sell
-102
Closed -$9.88K – 1810
2022
Q1 		$9.88K Hold
102
– – ﹤0.01% 1613
2021
Q4 		$10.8K Hold
102
– – ﹤0.01% 1614
2021
Q3 		$9.79K Buy
+102
New +$10.1K ﹤0.01% 1664

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ST
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PNC Financial Services Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management's SUSA Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 102 shares — an estimated $9.88K sold.

Koshinski Asset Management first reported a position in SUSA in Q3 2021 and held it in 3 quarters. The position peaked at $10.8K in Q4 2021. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 102 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $9.88K.
  • Koshinski Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $10.8K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.