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Oxler Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-200
Closed -$19.2K – 303
2022
Q3 		$19.2K Buy
+200
New +$17K 0.01% 302

Other funds holding SUSA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxler Private Wealth's SUSA Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2022, closing a stake of 200 shares — an estimated $19.2K sold.

Oxler Private Wealth first reported a position in SUSA in Q3 2022 and held it in 1 quarter. The position peaked at $19.2K in Q3 2022. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 200 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $19.2K.
  • Oxler Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $19.2K in Q3 2022.
  • 429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.