Plante Moran Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-18	Closed	-$1.81K	–	927
2023 Q4	$1.81K	Buy	18 +8	+80%	+$746	﹤0.01%	732
2023 Q3	$900	Hold	10	–	–	﹤0.01%	694
2023 Q2	$936	Hold	10	–	–	﹤0.01%	734
2023 Q1	$878	Hold	10	–	–	﹤0.01%	741
2022 Q4	$823	Sell	10 -257	-96%	-$21.2K	﹤0.01%	774
2022 Q3	$20K	Buy	267 +257	+2,570%	+$21.9K	﹤0.01%	468
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	945
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	789
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	978
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	907
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	923
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	978
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	855
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	823
2020 Q2	$1K	Buy	+10	New	+$626	﹤0.01%	724
2019 Q1	–	Sell	-42	Closed	-$2K	–	926
2018 Q4	$2K	Buy	+42	New	+$2.33K	﹤0.01%	748

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Plante Moran Financial Advisors's SUSA Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 18 shares — an estimated $1.81K sold.

Plante Moran Financial Advisors first reported a position in SUSA in Q4 2018 and held it in 16 quarters. The position peaked at $20K in Q3 2022. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Plante Moran Financial Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 18 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $1.81K.
Plante Moran Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 16 quarters.
Plante Moran Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $20K in Q3 2022.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.