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McIlrath & Eck’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

McIlrath & Eck’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
Q4 		– Sell
-85
Closed -$7.65K – 947
2023
Q3 		$7.65K Buy
+85
New +$8K ﹤0.01% 582

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

McIlrath & Eck's SUSA Position: Q4 2023 in Review

McIlrath & Eck sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 85 shares — an estimated $7.65K sold.

McIlrath & Eck first reported a position in SUSA in Q3 2023 and held it in 1 quarter. The position peaked at $7.65K in Q3 2023. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

  • McIlrath & Eck reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • McIlrath & Eck sold 85 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $7.65K.
  • McIlrath & Eck first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • McIlrath & Eck's iShares ESG Optimized MSCI USA ETF position peaked at $7.65K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.