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Regal Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Regal Investment 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
2022
Q4 		– Sell
-6,170
Closed -$468K – 514
2022
Q3 		$468K Buy
+6,170
New +$525K 0.05% 277

Other funds holding SUSA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's SUSA Position: Q4 2022 in Review

Regal Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2022, closing a stake of 6,170 shares — an estimated $468K sold.

Regal Investment Advisors first reported a position in SUSA in Q3 2022 and held it in 1 quarter. The position peaked at $468K in Q3 2022. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

  • Regal Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 6,170 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $468K.
  • Regal Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and held it in 1 quarter.
  • Regal Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $468K in Q3 2022.
  • 429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Regal Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.