Laurel Wealth Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Laurel Wealth Planning’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	-11	Closed	-$906	–	180
2022 Q4	$906	Hold	11	–	–	﹤0.01%	204
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	209
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	232
2022 Q1	$1K	Sell	11 -2,165	-99%	-$210K	﹤0.01%	258
2021 Q4	$231K	Sell	2,176 -6,691	-75%	-$688K	0.18%	61
2021 Q3	$851K	Sell	8,867 -960	-10%	-$94.9K	0.69%	31
2021 Q2	$939K	Sell	9,827 -2,346	-19%	-$217K	0.82%	30
2021 Q1	$1.07M	Sell	12,173 -1,472	-11%	-$126K	0.98%	28
2020 Q4	$1.12M	Buy	+13,645	New	+$1.07M	1.1%	28

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 $173B AUM 20.72% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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 $29.2B AUM 22.81% 1-Year Est. Return

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

Laurel Wealth Planning's SUSA Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 11 shares — an estimated $906 sold.

Laurel Wealth Planning first reported a position in SUSA in Q4 2020 and held it in 9 quarters. The position peaked at $1.12M in Q4 2020. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 11 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $906.
Laurel Wealth Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares ESG Optimized MSCI USA ETF position peaked at $1.12M in Q4 2020.
428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.