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Providence Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Providence Wealth 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
2023
Q2 		– Sell
-4,618
Closed -$404K – 91
2023
Q1 		$404K Buy
4,618
+1,390
+43% +$119K 0.3% 70
2022
Q4 		$263K Buy
+3,228
New +$266K 0.2% 84

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

Providence Wealth Advisors's SUSA Position: Q2 2023 in Review

Providence Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 4,618 shares — an estimated $404K sold.

Providence Wealth Advisors first reported a position in SUSA in Q4 2022 and held it in 2 quarters. The position peaked at $404K in Q1 2023. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • Providence Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Providence Wealth Advisors sold 4,618 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $404K.
  • Providence Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • Providence Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $404K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Providence Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.