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Miller Howard Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Miller Howard Investments’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
Q1 		– Sell
-7,341
Closed -$738K – 202
2023
Q4 		$738K Buy
+7,341
New +$685K 0.03% 142
2023
Q1 		– Sell
-2,955
Closed -$243K – 206
2022
Q4 		$243K Buy
+2,955
New +$243K 0.01% 188
2022
Q1 		– Sell
-2,025
Closed -$215K – 159
2021
Q4 		$215K Buy
+2,025
New +$208K 0.01% 148
2018
Q2 		– Sell
-3,840
Closed -$213K – 174
2018
Q1 		$213K Sell
3,840
-10,936
-74% -$622K 0.01% 165
2017
Q4 		$821K Buy
14,776
+9,652
+188% +$523K 0.02% 171
2017
Q3 		$268K Sell
5,124
-182
-3% -$9.42K 0.01% 177
2017
Q2 		$271K Sell
5,306
-800
-13% -$40.2K 0.01% 179
2017
Q1 		$300K Sell
6,106
-34,934
-85% -$1.68M 0.01% 174
2016
Q4 		$1.89M Buy
41,040
+23,262
+131% +$1.06M 0.04% 144
2016
Q3 		$809K Sell
17,778
-13,252
-43% -$597K 0.01% 172
2016
Q2 		$1.34M Sell
31,030
-9,458
-23% -$406K 0.02% 160
2016
Q1 		$1.72M Sell
40,488
-12,048
-23% -$481K 0.03% 167
2015
Q4 		$2.19M Buy
52,536
+396
+0.8% +$16.6K 0.04% 154
2015
Q3 		$2.05M Buy
52,140
+11,810
+29% +$491K 0.03% 152
2015
Q2 		$1.72M Buy
40,330
+196
+0.5% +$8.53K 0.02% 156
2015
Q1 		$1.72M Buy
40,134
+364
+0.9% +$15.6K 0.03% 152
2014
Q4 		$1.71M Sell
39,770
-162
-0.4% -$6.8K 0.03% 162
2014
Q3 		$1.64M Sell
39,932
-2,160
-5% -$89.1K 0.03% 148
2014
Q2 		$1.73M Sell
42,092
-66
-0.2% -$2.62K 0.03% 143
2014
Q1 		$1.65M Sell
42,158
-2,388
-5% -$91.5K 0.03% 136
2013
Q4 		$1.71M Buy
44,546
+1,382
+3% +$51K 0.03% 120
2013
Q3 		$1.53M Buy
43,164
+10,672
+33% +$376K 0.03% 121
2013
Q2 		$1.1M Buy
+32,492
New +$1.1M 0.03% 125

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Miller Howard Investments's SUSA Position: Q1 2024 in Review

Miller Howard Investments sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 7,341 shares — an estimated $738K sold.

Miller Howard Investments first reported a position in SUSA in Q2 2013 and held it in 23 quarters. The position peaked at $2.19M in Q4 2015. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • Miller Howard Investments reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Miller Howard Investments sold 7,341 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $738K.
  • Miller Howard Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 23 quarters.
  • Miller Howard Investments's iShares ESG Optimized MSCI USA ETF position peaked at $2.19M in Q4 2015.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Miller Howard Investments's 13F filing for Q1 2024, filed 12 Apr 2024.