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Parametric Portfolio Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Parametric Portfolio Associates’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
Q1 		$1.81M Buy
18,677
+4,114
+28% +$399K ﹤0.01% 2472
2021
Q4 		$1.55M Sell
14,563
-575
-4% -$59.1K ﹤0.01% 2599
2021
Q3 		$1.45M Buy
15,138
+790
+6% +$78.1K ﹤0.01% 2621
2021
Q2 		$1.37M Hold
14,348
– – ﹤0.01% 2636
2021
Q1 		$1.26M Sell
14,348
-44
-0.3% -$3.75K ﹤0.01% 3049
2020
Q4 		$1.19M Sell
14,392
-1,584
-10% -$124K ﹤0.01% 2960
2020
Q3 		$1.18M Sell
15,976
-1,320
-8% -$95.3K ﹤0.01% 2820
2020
Q2 		$1.16M Buy
+17,296
New +$1.08M ﹤0.01% 2837

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return