Macroview Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-382	Closed	-$46K	–	488
2024 Q3	$46K	Hold	382	–	–	0.04%	136
2024 Q2	$42.9K	Hold	382	–	–	0.05%	135
2024 Q1	$41.7K	Hold	382	–	–	0.05%	142
2023 Q4	$38.4K	Hold	382	–	–	0.05%	142
2023 Q3	$34.4K	Hold	382	–	–	0.05%	130
2023 Q2	$35.8K	Hold	382	–	–	0.06%	96
2023 Q1	$33.5K	Hold	382	–	–	0.05%	103
2022 Q4	$31.4K	Hold	382	–	–	0.05%	106
2022 Q3	$29K	Hold	382	–	–	0.05%	97
2022 Q2	$31K	Hold	382	–	–	0.05%	110
2022 Q1	$37K	Hold	382	–	–	0.05%	111
2021 Q4	$41K	Hold	382	–	–	0.05%	103
2021 Q3	$37K	Hold	382	–	–	0.05%	106
2021 Q2	$36K	Hold	382	–	–	0.05%	112
2021 Q1	$34K	Buy	+382	New	+$32.6K	0.05%	108

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macroview Investment Management's SUSA Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 382 shares — an estimated $46K sold.

Macroview Investment Management first reported a position in SUSA in Q1 2021 and held it in 15 quarters. The position peaked at $46K in Q3 2024. 480 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

Macroview Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 382 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $46K.
Macroview Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 15 quarters.
Macroview Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $46K in Q3 2024.
480 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.