Mizuho Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mizuho Securities’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
2022 Q4	–	Sell	-490	Closed	-$37K	–	187
2022 Q3	$37K	Buy	490 +433	+760%	+$36.8K	0.01%	74
2022 Q2	$6K	Sell	57 -62	-52%	-$5.44K	﹤0.01%	141
2022 Q1	$12K	Buy	119 +61	+105%	+$5.91K	﹤0.01%	104
2021 Q4	$6K	Buy	58 +3	+5%	+$308	﹤0.01%	137
2021 Q3	$5K	Sell	55 -3	-5%	-$296	﹤0.01%	157
2021 Q2	$6K	Hold	58	–	–	﹤0.01%	166
2021 Q1	$5K	Buy	58 +40	+222%	+$3.41K	﹤0.01%	165
2020 Q4	$1K	Buy	+18	New	+$1.41K	﹤0.01%	171

Other funds holding SUSA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mizuho Securities's SUSA Position: Q4 2022 in Review

Mizuho Securities sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2022, closing a stake of 490 shares — an estimated $37K sold.

Mizuho Securities first reported a position in SUSA in Q4 2020 and held it in 8 quarters. The position peaked at $37K in Q3 2022. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

Mizuho Securities reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
Mizuho Securities sold 490 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $37K.
Mizuho Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 8 quarters.
Mizuho Securities's iShares ESG Optimized MSCI USA ETF position peaked at $37K in Q3 2022.
429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Mizuho Securities's 13F filing for Q4 2022, filed 7 Feb 2023.