Simplex Trading
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Simplex Trading’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Simplex Trading’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
Q3 		– Sell
-84
Closed -$9K – 9544
2024
Q2 		$9K Buy
+84
New +$9.1K ﹤0.01% 7528
2022
Q2 		– Sell
-73
Closed -$7K – 11060
2022
Q1 		$7K Sell
73
-100
-58% -$9.69K ﹤0.01% 9204
2021
Q4 		$18K Buy
+173
New +$17.8K ﹤0.01% 8494

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplex Trading's SUSA Position: Q3 2024 in Review

Simplex Trading sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 84 shares — an estimated $9K sold.

Simplex Trading first reported a position in SUSA in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • Simplex Trading reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 84 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $9K.
  • Simplex Trading first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 3 quarters.
  • Simplex Trading's iShares ESG Optimized MSCI USA ETF position peaked at $18K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.