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

Next 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
2021
Q4 		$1.63M Buy
15,302
+2,487
+19% +$256K 0.11% 211
2021
Q3 		$1.23M Buy
12,815
+9,616
+301% +$950K 0.1% 229
2021
Q2 		$306K Buy
3,199
+1,800
+129% +$166K 0.02% 668
2021
Q1 		$123K Buy
1,399
+1,367
+4,272% +$117K 0.01% 939
2020
Q4 		$3K Hold
32
– – ﹤0.01% 2134
2020
Q3 		$2K Buy
+32
New +$2.31K ﹤0.01% 2050
2020
Q2 		– Sell
-32
Closed -$2K – 1744
2020
Q1 		$2K Hold
32
– – ﹤0.01% 1952
2019
Q4 		$2K Hold
32
– – ﹤0.01% 2210
2019
Q3 		$2K Hold
32
– – ﹤0.01% 2147
2019
Q2 		$2K Buy
+32
New +$1.92K ﹤0.01% 2149
2015
Q4 		– Sell
-1,040
Closed -$40K – 1938
2015
Q3 		$40K Sell
1,040
-1,400
-57% -$58.2K 0.01% 699
2015
Q2 		$103K Hold
2,440
– – 0.04% 458
2015
Q1 		$104K Hold
2,440
– – 0.03% 457
2014
Q4 		$105K Hold
2,440
– – 0.03% 436
2014
Q3 		$100K Buy
+2,440
New +$101K 0.02% 662

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's SUSA Position: Q4 2021 in Review

Next Financial Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 19% in Q4 2021, buying an estimated $256K and bringing the position to 15,302 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #211.

Next Financial Group first reported a position in SUSA in Q3 2014 and has held it in 15 quarters since. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

  • Next Financial Group held 15,302 shares of iShares ESG Optimized MSCI USA ETF worth $1.63M as of Q4 2021.
  • Next Financial Group bought 2,487 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $256K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #211 holding.
  • Next Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2014 and has held it in 15 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.