Prospera Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Prospera Financial Services’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 Q2	–	Sell	-2,912	Closed	-$318K	–	1186
2024 Q1	$318K	Buy	2,912 +505	+21%	+$52.6K	0.01%	881
2023 Q4	$242K	Hold	2,407	–	–	0.01%	926
2023 Q3	$217K	Hold	2,407	–	–	0.01%	923
2023 Q2	$225K	Sell	2,407 -1,852	-43%	-$165K	0.01%	913
2023 Q1	$374K	Buy	4,259 +749	+21%	+$64.4K	0.02%	703
2022 Q4	$289K	Buy	3,510 +504	+17%	+$41.5K	0.01%	724
2022 Q3	$228K	Buy	+3,006	New	+$256K	0.01%	739
2022 Q2	–	Sell	-1,649	Closed	-$160K	–	2501
2022 Q1	$160K	Buy	+1,649	New	+$160K	0.01%	946

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prospera Financial Services's SUSA Position: Q2 2024 in Review

Prospera Financial Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 2,912 shares — an estimated $318K sold.

Prospera Financial Services first reported a position in SUSA in Q1 2022 and held it in 8 quarters. The position peaked at $374K in Q1 2023. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

Prospera Financial Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Prospera Financial Services sold 2,912 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $318K.
Prospera Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 8 quarters.
Prospera Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $374K in Q1 2023.
450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.