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Silver Oak Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Silver Oak Securities’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
2025
Q1 		– Sell
-7,475
Closed -$912K – 709
2024
Q4 		$912K Buy
+7,475
New +$917K 0.08% 249
2024
Q3 		– Sell
-6,916
Closed -$777K – 581
2024
Q2 		$777K Buy
+6,916
New +$750K 0.12% 166

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Silver Oak Securities's SUSA Position: Q1 2025 in Review

Silver Oak Securities sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 7,475 shares — an estimated $912K sold.

Silver Oak Securities first reported a position in SUSA in Q2 2024 and held it in 2 quarters. The position peaked at $912K in Q4 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Silver Oak Securities reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 7,475 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $912K.
  • Silver Oak Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and held it in 2 quarters.
  • Silver Oak Securities's iShares ESG Optimized MSCI USA ETF position peaked at $912K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.