Monumental Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Monumental Financial Group’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	-9,162	Closed	-$921K	–	44
2023 Q4	$921K	Buy	9,162 +3,554	+63%	+$332K	0.55%	35
2023 Q3	$505K	Sell	5,608 -66	-1%	-$6.21K	0.34%	37
2023 Q2	$531K	Sell	5,674 -56	-1%	-$4.97K	0.36%	41
2023 Q1	$503K	Sell	5,730 -135	-2%	-$11.6K	0.36%	46
2022 Q4	$483K	Sell	5,865 -207	-3%	-$17.1K	0.39%	46
2022 Q3	$461K	Sell	6,072 -780	-11%	-$66.3K	0.44%	21
2022 Q2	$553K	Buy	6,852 +2,011	+42%	+$177K	0.51%	24
2022 Q1	$469K	Sell	4,841 -367	-7%	-$35.6K	0.39%	18
2021 Q4	$553K	Sell	5,208 -241	-4%	-$24.8K	0.4%	17
2021 Q3	$523K	Sell	5,449 -82	-1%	-$8.1K	0.42%	18
2021 Q2	$528K	Hold	5,531	–	–	0.45%	15
2021 Q1	$486K	Buy	+5,531	New	+$472K	0.46%	38

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Monumental Financial Group's SUSA Position: Q1 2024 in Review

Monumental Financial Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 9,162 shares — an estimated $921K sold.

Monumental Financial Group first reported a position in SUSA in Q1 2021 and held it in 12 quarters. The position peaked at $921K in Q4 2023. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Monumental Financial Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Monumental Financial Group sold 9,162 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $921K.
Monumental Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 12 quarters.
Monumental Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $921K in Q4 2023.
455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Monumental Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.