Obermeyer Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Obermeyer Wealth Partners’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	-2,750	Closed	-$241K	–	226
2023 Q1	$241K	Hold	2,750	–	–	0.02%	187
2022 Q4	$226K	Hold	2,750	–	–	0.02%	200
2022 Q3	$209K	Hold	2,750	–	–	0.02%	193
2022 Q2	$222K	Hold	2,750	–	–	0.02%	183
2022 Q1	$266K	Hold	2,750	–	–	0.02%	184
2021 Q4	$292K	Sell	2,750 -1,030	-27%	-$106K	0.02%	178
2021 Q3	$363K	Hold	3,780	–	–	0.02%	141
2021 Q2	$361K	Hold	3,780	–	–	0.02%	152
2021 Q1	$332K	Hold	3,780	–	–	0.02%	154
2020 Q4	$311K	Buy	+3,780	New	+$295K	0.02%	113

Other funds holding SUSA

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Obermeyer Wealth Partners's SUSA Position: Q2 2023 in Review

Obermeyer Wealth Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 2,750 shares — an estimated $241K sold.

Obermeyer Wealth Partners first reported a position in SUSA in Q4 2020 and held it in 10 quarters. The position peaked at $363K in Q3 2021. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

Obermeyer Wealth Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,750 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $241K.
Obermeyer Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 10 quarters.
Obermeyer Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $363K in Q3 2021.
432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.