RBC Europe’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

RBC Europe’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
2022 Q2	$119K	Buy	1,480 +95	+7%	+$8.34K	0.01%	243
2022 Q1	$134K	Buy	1,385 +500	+56%	+$48.5K	0.01%	258
2021 Q4	$94K	Sell	885 -20	-2%	-$2.06K	﹤0.01%	293
2021 Q3	$86.8K	Buy	905 +175	+24%	+$17.3K	﹤0.01%	448
2021 Q2	$69.7K	Buy	730 +550	+306%	+$50.9K	﹤0.01%	528
2021 Q1	$15.8K	Hold	180	–	–	﹤0.01%	826
2020 Q4	$14.8K	Hold	180	–	–	﹤0.01%	797
2020 Q3	$13.2K	Hold	180	–	–	﹤0.01%	741
2020 Q2	$12K	Hold	180	–	–	﹤0.01%	732
2020 Q1	$9.88K	Hold	180	–	–	﹤0.01%	709
2019 Q4	$12.1K	Buy	+180	New	+$11.5K	﹤0.01%	764

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RBC Europe's SUSA Position: Q2 2022 in Review

RBC Europe increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 6.9% in Q2 2022, buying an estimated $8.34K and bringing the position to 1,480 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #243.

RBC Europe first reported a position in SUSA in Q4 2019 and has held it in 11 quarters since. The position peaked at $134K in Q1 2022. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

RBC Europe held 1,480 shares of iShares ESG Optimized MSCI USA ETF worth $119K as of Q2 2022.
RBC Europe bought 95 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $8.34K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of RBC Europe's portfolio in Q2 2022, its #243 holding.
RBC Europe first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 11 quarters since.
RBC Europe's iShares ESG Optimized MSCI USA ETF position peaked at $134K in Q1 2022.
416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on RBC Europe's 13F filing for Q2 2022, filed 14 Nov 2022.