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Patriot Investment Management Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-900
Closed -$78.5K – 374
2022
Q4 		$78.5K Buy
+900
New +$74.1K 0.01% 288
2020
Q3 		– Sell
-430
Closed -$28.8K – 583
2020
Q2 		$28.8K Buy
+430
New +$26.9K ﹤0.01% 379

Other funds holding SUSA

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
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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Investment Management Group's SUSA Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 900 shares — an estimated $78.5K sold.

Patriot Investment Management Group first reported a position in SUSA in Q2 2020 and held it in 2 quarters. The position peaked at $78.5K in Q4 2022. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 900 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $78.5K.
  • Patriot Investment Management Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares ESG Optimized MSCI USA ETF position peaked at $78.5K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.