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Resolute Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Resolute Financial’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 		$1.33M Sell
16,196
-6,542
-29% -$539K 1.13% 22
2022
Q3 		$1.73M Sell
22,738
-1,220
-5% -$104K 1.64% 14
2022
Q2 		$1.93M Sell
23,958
-2,909
-11% -$255K 1.68% 13
2022
Q1 		$2.6M Buy
26,867
+328
+1% +$31.8K 2.12% 9
2021
Q4 		$2.82M Buy
+26,539
New +$2.73M 2.11% 10

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

Resolute Financial's SUSA Position: Q4 2022 in Review

Resolute Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 29% in Q4 2022, selling an estimated $539K and leaving 16,196 shares worth $1.33M. The position accounts for 1.13% of the portfolio, ranked #22.

Resolute Financial first reported a position in SUSA in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.82M in Q4 2021. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

  • Resolute Financial held 16,196 shares of iShares ESG Optimized MSCI USA ETF worth $1.33M as of Q4 2022.
  • Resolute Financial sold 6,542 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $539K.
  • iShares ESG Optimized MSCI USA ETF made up 1.13% of Resolute Financial's portfolio in Q4 2022, its #22 holding.
  • Resolute Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares ESG Optimized MSCI USA ETF position peaked at $2.82M in Q4 2021.
  • 429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.