Quest Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Quest Capital Management’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
2021 Q4	$1.02M	Buy	9,560 +6,188	+184%	+$636K	0.17%	86
2021 Q3	$324K	Buy	3,372 +564	+20%	+$55.7K	0.06%	204
2021 Q2	$268K	Sell	2,808 -537	-16%	-$49.7K	0.05%	240
2021 Q1	$294K	Sell	3,345 -3,355	-50%	-$286K	0.06%	205
2020 Q4	$552K	Buy	+6,700	New	+$524K	0.13%	98

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

Quest Capital Management's SUSA Position: Q4 2021 in Review

Quest Capital Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 184% in Q4 2021, buying an estimated $636K and bringing the position to 9,560 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #86.

Quest Capital Management first reported a position in SUSA in Q4 2020 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

Quest Capital Management held 9,560 shares of iShares ESG Optimized MSCI USA ETF worth $1.02M as of Q4 2021.
Quest Capital Management bought 6,188 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $636K.
iShares ESG Optimized MSCI USA ETF made up 0.17% of Quest Capital Management's portfolio in Q4 2021, its #86 holding.
Quest Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 5 quarters since.
445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.