People's United Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

People's United Financial’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	$1.92M	Sell	19,823 -18,327	-48%	-$1.78M	0.05%	226
2021 Q4	$4.05M	Sell	38,150 -27,068	-42%	-$2.78M	0.1%	169
2021 Q3	$6.26M	Buy	65,218 +3,807	+6%	+$376K	0.14%	143
2021 Q2	$5.87M	Buy	61,411 +4,641	+8%	+$429K	0.13%	147
2021 Q1	$4.99M	Buy	56,770 +41,423	+270%	+$3.53M	0.12%	148
2020 Q4	$1.26M	Buy	15,347 +1,799	+13%	+$141K	0.03%	302
2020 Q3	$996K	Buy	13,548 +1,572	+13%	+$114K	0.03%	310
2020 Q2	$801K	Buy	11,976 +1,238	+12%	+$77.5K	0.02%	331
2020 Q1	$589K	Buy	10,738 +3,084	+40%	+$198K	0.02%	350
2019 Q4	$513K	Buy	+7,654	New	+$489K	0.01%	506

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

People's United Financial's SUSA Position: Q1 2022 in Review

People's United Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 48% in Q1 2022, selling an estimated $1.78M and leaving 19,823 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #226.

People's United Financial first reported a position in SUSA in Q4 2019 and has held it in 10 quarters since. The position peaked at $6.26M in Q3 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

People's United Financial held 19,823 shares of iShares ESG Optimized MSCI USA ETF worth $1.92M as of Q1 2022.
People's United Financial sold 18,327 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $1.78M.
iShares ESG Optimized MSCI USA ETF made up 0.05% of People's United Financial's portfolio in Q1 2022, its #226 holding.
People's United Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 10 quarters since.
People's United Financial's iShares ESG Optimized MSCI USA ETF position peaked at $6.26M in Q3 2021.
434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.