M. Kulyk & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

M. Kulyk & Associates’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 Q3	–	Sell	-3,195	Closed	-$299K	–	105
2023 Q2	$299K	Hold	3,195	–	–	0.08%	87
2023 Q1	$280K	Hold	3,195	–	–	0.09%	89
2022 Q4	$263K	Hold	3,195	–	–	0.09%	86
2022 Q3	$243K	Hold	3,195	–	–	0.08%	89
2022 Q2	$258K	Hold	3,195	–	–	0.08%	84
2022 Q1	$309K	Sell	3,195 -358	-10%	-$34.7K	0.08%	81
2021 Q4	$378K	Hold	3,553	–	–	0.1%	67
2021 Q3	$341K	Hold	3,553	–	–	0.11%	57
2021 Q2	$339K	Sell	3,553 -223	-6%	-$20.6K	0.12%	54
2021 Q1	$332K	Hold	3,776	–	–	0.12%	59
2020 Q4	$311K	Buy	+3,776	New	+$295K	0.17%	46

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

M. Kulyk & Associates's SUSA Position: Q3 2023 in Review

M. Kulyk & Associates sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2023, closing a stake of 3,195 shares — an estimated $299K sold.

M. Kulyk & Associates first reported a position in SUSA in Q4 2020 and held it in 11 quarters. The position peaked at $378K in Q4 2021. 420 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

M. Kulyk & Associates reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
M. Kulyk & Associates sold 3,195 iShares ESG Optimized MSCI USA ETF shares in Q3 2023, an estimated $299K.
M. Kulyk & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 11 quarters.
M. Kulyk & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $378K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.