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

Radnor 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
2023 Q1	–	Sell	-3,492	Closed	-$302K	–	244
2022 Q4	$302K	Hold	3,492	–	–	0.07%	203
2022 Q3	$265K	Hold	3,492	–	–	0.08%	199
2022 Q2	$282K	Hold	3,492	–	–	0.08%	197
2022 Q1	$338K	Hold	3,492	–	–	0.08%	189
2021 Q4	$371K	Buy	+3,492	New	+$359K	0.09%	187
2021 Q3	–	Sell	-3,492	Closed	-$334K	–	195
2021 Q2	$334K	Hold	3,492	–	–	0.11%	142
2021 Q1	$307K	Hold	3,492	–	–	0.1%	168
2020 Q4	$288K	Hold	3,492	–	–	0.08%	172
2020 Q3	$257K	Buy	+3,492	New	+$252K	0.09%	171

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

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

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

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

Radnor Capital Management's SUSA Position: Q1 2023 in Review

Radnor Capital Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2023, closing a stake of 3,492 shares — an estimated $302K sold.

Radnor Capital Management first reported a position in SUSA in Q3 2020 and held it in 9 quarters. The position peaked at $371K in Q4 2021. 428 funds tracked by Wall St. Rank hold SUSA as of Q1 2023.

Radnor Capital Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Radnor Capital Management sold 3,492 iShares ESG Optimized MSCI USA ETF shares in Q1 2023, an estimated $302K.
Radnor Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 9 quarters.
Radnor Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $371K in Q4 2021.
428 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2023.

Based on Radnor Capital Management's 13F filing for Q1 2023, filed 6 Apr 2023.