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Retirement Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Retirement Group’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
2024
Q1 		$114K Buy
1,048
+2
+0.2% +$208 0.04% 154
2023
Q4 		$105K Buy
1,046
+5
+0.5% +$466 0.04% 153
2023
Q3 		$93.6K Hold
1,041
– – 0.04% 150
2023
Q2 		$97.4K Sell
1,041
-48
-4% -$4.26K 0.04% 145
2023
Q1 		$96K Sell
1,089
-97
-8% -$8.34K 0.04% 138
2022
Q4 		$98K Buy
1,186
+156
+15% +$12.8K 0.05% 125
2022
Q3 		$78K Sell
1,030
-374
-27% -$31.8K 0.06% 94
2022
Q2 		$113K Sell
1,404
-74
-5% -$6.5K 0.05% 142
2022
Q1 		$143K Sell
1,478
-447
-23% -$43.3K 0.06% 133
2021
Q4 		$205K Sell
1,925
-543
-22% -$55.8K 0.09% 117
2021
Q3 		$237K Buy
2,468
+350
+17% +$34.6K 0.11% 107
2021
Q2 		$202K Buy
2,118
+256
+14% +$23.7K 0.1% 114
2021
Q1 		$163K Buy
1,862
+591
+46% +$50.4K 0.07% 149
2020
Q4 		$104K Buy
+1,271
New +$99.4K 0.05% 178

Other funds holding SUSA

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Retirement Group's SUSA Position: Q1 2024 in Review

Retirement Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.19% in Q1 2024, buying an estimated $208 and bringing the position to 1,048 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #154.

Retirement Group first reported a position in SUSA in Q4 2020 and has held it in 14 quarters since. The position peaked at $237K in Q3 2021. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • Retirement Group held 1,048 shares of iShares ESG Optimized MSCI USA ETF worth $114K as of Q1 2024.
  • Retirement Group bought 2 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $208.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #154 holding.
  • Retirement Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 14 quarters since.
  • Retirement Group's iShares ESG Optimized MSCI USA ETF position peaked at $237K in Q3 2021.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.