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Rockbridge Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Rockbridge Investment Management’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 		– Sell
-71
Closed -$7.14K – 558
2023
Q4 		$7.14K Buy
+71
New +$6.62K ﹤0.01% 435
2020
Q3 		– Sell
-172
Closed -$12K – 678
2020
Q2 		$12K Buy
+172
New +$10.8K ﹤0.01% 411

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

Rockbridge Investment Management's SUSA Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 71 shares — an estimated $7.14K sold.

Rockbridge Investment Management first reported a position in SUSA in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 71 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $7.14K.
  • Rockbridge Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $12K in Q2 2020.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.