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New York Life Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-3,342
Closed -$324K – 1255
2022
Q1 		$324K Buy
+3,342
New +$324K 0.02% 49

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

New York Life Investment Management's SUSA Position: Q2 2022 in Review

New York Life Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 3,342 shares — an estimated $324K sold.

New York Life Investment Management first reported a position in SUSA in Q1 2022 and held it in 1 quarter. The position peaked at $324K in Q1 2022. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • New York Life Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • New York Life Investment Management sold 3,342 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $324K.
  • New York Life Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • New York Life Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $324K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on New York Life Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.