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Mitchell Sinkler & Starr’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mitchell Sinkler & Starr’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
2025
Q1 		– Sell
-80
Closed -$9.73K – 173
2024
Q4 		$9.73K Hold
80
– – ﹤0.01% 188
2024
Q3 		$9.63K Hold
80
– – ﹤0.01% 187
2024
Q2 		$9.17K Hold
80
– – ﹤0.01% 182
2024
Q1 		$8.73K Sell
80
-1,600
-95% -$167K ﹤0.01% 182
2023
Q4 		$169K Buy
+1,680
New +$157K 0.03% 176

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mitchell Sinkler & Starr's SUSA Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 80 shares — an estimated $9.73K sold.

Mitchell Sinkler & Starr first reported a position in SUSA in Q4 2023 and held it in 5 quarters. The position peaked at $169K in Q4 2023. 477 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 80 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $9.73K.
  • Mitchell Sinkler & Starr first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's iShares ESG Optimized MSCI USA ETF position peaked at $169K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.