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New Hampshire Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

New Hampshire Trust’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
Q2 		– Sell
-103
Closed -$9.04K – 314
2023
Q1 		$9.04K Hold
103
– – ﹤0.01% 347
2022
Q4 		$8.48K Buy
+103
New +$8.48K ﹤0.01% 354

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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

New Hampshire Trust's SUSA Position: Q2 2023 in Review

New Hampshire Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 103 shares — an estimated $9.04K sold.

New Hampshire Trust first reported a position in SUSA in Q4 2022 and held it in 2 quarters. The position peaked at $9.04K in Q1 2023. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • New Hampshire Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 103 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $9.04K.
  • New Hampshire Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • New Hampshire Trust's iShares ESG Optimized MSCI USA ETF position peaked at $9.04K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.