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My Legacy Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

My Legacy Advisors’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
2023
Q4 		– Sell
-2,372
Closed -$211K – 214
2023
Q3 		$211K Sell
2,372
-54
-2% -$5.08K 0.09% 194
2023
Q2 		$232K Sell
2,426
-27
-1% -$2.4K 0.09% 197
2023
Q1 		$213K Buy
+2,453
New +$211K 0.09% 199

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

My Legacy Advisors's SUSA Position: Q4 2023 in Review

My Legacy Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 2,372 shares — an estimated $211K sold.

My Legacy Advisors first reported a position in SUSA in Q1 2023 and held it in 3 quarters. The position peaked at $232K in Q2 2023. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

  • My Legacy Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • My Legacy Advisors sold 2,372 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $211K.
  • My Legacy Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and held it in 3 quarters.
  • My Legacy Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $232K in Q2 2023.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.