Leo Brokerage’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Leo Brokerage’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 Q2	$241K	Buy	2,578 +7	+0.3%	+$622	0.03%	267
2023 Q1	$226K	Buy	+2,571	New	+$221K	0.03%	268
2022 Q2	$453K	Buy	5,608 +14	+0.3%	+$1.23K	0.12%	108
2022 Q1	$542K	Buy	+5,594	New	+$542K	0.09%	140
2021 Q3	$553K	Buy	5,761 +8	+0.1%	+$790	0.1%	97
2021 Q2	$550K	Sell	5,753 -71	-1%	-$6.57K	0.11%	98
2021 Q1	$511K	Buy	5,824 +398	+7%	+$34K	0.14%	93
2020 Q4	$447K	Buy	5,426 +130	+2%	+$10.2K	0.14%	95
2020 Q3	$354K	Buy	+5,296	New	+$383K	0.15%	83

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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

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

Leo Brokerage's SUSA Position: Q2 2023 in Review

Leo Brokerage increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.27% in Q2 2023, buying an estimated $622 and bringing the position to 2,578 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #267.

Leo Brokerage first reported a position in SUSA in Q3 2020 and has held it in 9 quarters since. The position peaked at $553K in Q3 2021. 433 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

Leo Brokerage held 2,578 shares of iShares ESG Optimized MSCI USA ETF worth $241K as of Q2 2023.
Leo Brokerage bought 7 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $622.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #267 holding.
Leo Brokerage first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's iShares ESG Optimized MSCI USA ETF position peaked at $553K in Q3 2021.
433 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.