Secure Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Secure Asset 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
2022 Q2	–	Sell	-2,592	Closed	-$251K	–	214
2022 Q1	$251K	Sell	2,592 -207	-7%	-$20.1K	0.11%	162
2021 Q4	$297K	Buy	2,799 +180	+7%	+$18.5K	0.12%	148
2021 Q3	$251K	Buy	2,619 +113	+5%	+$11.2K	0.12%	148
2021 Q2	$239K	Sell	2,506 -618	-20%	-$57.2K	0.12%	160
2021 Q1	$274K	Sell	3,124 -200	-6%	-$17.1K	0.15%	134
2020 Q4	$274K	Buy	3,324 +36	+1%	+$2.81K	0.16%	118
2020 Q3	$242K	Sell	3,288 -1,754	-35%	-$127K	0.17%	120
2020 Q2	$337K	Buy	+5,042	New	+$315K	0.24%	101

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

Secure Asset Management's SUSA Position: Q2 2022 in Review

Secure Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 2,592 shares — an estimated $251K sold.

Secure Asset Management first reported a position in SUSA in Q2 2020 and held it in 8 quarters. The position peaked at $337K in Q2 2020. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

Secure Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 2,592 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $251K.
Secure Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 8 quarters.
Secure Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $337K in Q2 2020.
416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.