Riverview Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Riverview Trust Company’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	–	Sell	-2,606	Closed	-$252K	–	851
2022 Q1	$252K	Hold	2,606	–	–	0.19%	86
2021 Q4	$277	Hold	2,606	–	–	0.16%	75
2021 Q3	$250K	Hold	2,606	–	–	0.26%	71
2021 Q2	$249K	Hold	2,606	–	–	0.26%	74
2021 Q1	$229K	Hold	2,606	–	–	0.26%	73
2020 Q4	$215K	Hold	2,606	–	–	0.24%	75
2020 Q3	$192K	Hold	2,606	–	–	0.22%	78
2020 Q2	$174K	Hold	2,606	–	–	0.17%	94
2020 Q1	$143K	Sell	2,606 -84	-3%	-$5.38K	0.14%	99
2019 Q4	$180K	Hold	2,690	–	–	0.12%	109
2019 Q3	$166K	Hold	2,690	–	–	0.12%	111
2019 Q2	$164K	Sell	2,690 -40	-1%	-$2.39K	0.12%	110
2019 Q1	$161K	Hold	2,730	–	–	0.12%	110
2018 Q4	$141K	Buy	+2,730	New	+$151K	0.11%	106

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

Riverview Trust Company's SUSA Position: Q2 2022 in Review

Riverview Trust Company sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 2,606 shares — an estimated $252K sold.

Riverview Trust Company first reported a position in SUSA in Q4 2018 and held it in 14 quarters. The position peaked at $252K in Q1 2022. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

Riverview Trust Company reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
Riverview Trust Company sold 2,606 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $252K.
Riverview Trust Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 14 quarters.
Riverview Trust Company's iShares ESG Optimized MSCI USA ETF position peaked at $252K in Q1 2022.
416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.