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Piershale Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Piershale Financial 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
Q2 		$25.4K Buy
+271
New +$24.1K 0.02% 65
2020
Q4 		– Sell
-960
Closed -$71K – 28
2020
Q3 		$71K Buy
+960
New +$69.3K 0.04% 19

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Piershale Financial Group's SUSA Position: Q2 2023 in Review

Piershale Financial Group opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023: 271 shares worth $25.4K. The stake represents 0.02% of the portfolio and ranks #65 among its holdings. This is a return to the name: Piershale Financial Group previously reported a position in SUSA as recently as Q3 2020.

Piershale Financial Group first reported a position in SUSA in Q3 2020 and has held it in 2 quarters since. The position peaked at $71K in Q3 2020. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • Piershale Financial Group held 271 shares of iShares ESG Optimized MSCI USA ETF worth $25.4K as of Q2 2023.
  • iShares ESG Optimized MSCI USA ETF was a new Piershale Financial Group position in Q2 2023.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #65 holding.
  • Piershale Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 2 quarters since.
  • Piershale Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $71K in Q3 2020.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.