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

Pacifica 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
2024 Q2	–	Sell	-132	Closed	-$14.3K	–	567
2024 Q1	$14.3K	Hold	132	–	–	0.01%	327
2023 Q4	$12.7K	Hold	132	–	–	0.01%	342
2023 Q3	$11.7K	Hold	132	–	–	0.01%	326
2023 Q2	$12.4K	Sell	132 -2	-1%	-$178	0.01%	276
2023 Q1	$11.6K	Hold	134	–	–	0.01%	293
2022 Q4	$11K	Hold	134	–	–	0.01%	272
2022 Q3	$11K	Hold	134	–	–	0.01%	287
2022 Q2	$11K	Hold	134	–	–	0.01%	292
2022 Q1	$13K	Hold	134	–	–	0.01%	277
2021 Q4	$14K	Hold	134	–	–	0.01%	269
2021 Q3	$13K	Hold	134	–	–	0.01%	268
2021 Q2	$13K	Hold	134	–	–	0.01%	258
2021 Q1	$12K	Hold	134	–	–	0.01%	249
2020 Q4	$11K	Hold	134	–	–	0.01%	240
2020 Q3	$10K	Hold	134	–	–	0.01%	215
2020 Q2	$9K	Hold	134	–	–	0.01%	244
2020 Q1	$8K	Hold	134	–	–	0.01%	253
2019 Q4	$9K	Buy	+134	New	+$8.57K	0.01%	249

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacifica Partners's SUSA Position: Q2 2024 in Review

Pacifica Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 132 shares — an estimated $14.3K sold.

Pacifica Partners first reported a position in SUSA in Q4 2019 and held it in 18 quarters. The position peaked at $14.3K in Q1 2024. 452 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

Pacifica Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Pacifica Partners sold 132 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $14.3K.
Pacifica Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 18 quarters.
Pacifica Partners's iShares ESG Optimized MSCI USA ETF position peaked at $14.3K in Q1 2024.
452 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.