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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 $1.47T 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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