SPWM
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Spartan Planning & Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Spartan Planning & Wealth 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
2023
Q4 		$94.8K Buy
943
+315
+50% +$29.4K 0.1% 99
2023
Q3 		$56.5K Buy
+628
New +$59.1K 0.07% 87
2022
Q4 		$19.5K Sell
237
-15
-6% -$1.24K 0.02% 117
2022
Q3 		$19K Buy
252
+51
+25% +$4.34K 0.02% 56
2022
Q2 		$16K Buy
+201
New +$17.6K 0.02% 69

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Spartan Planning & Wealth Management's SUSA Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 50% in Q4 2023, buying an estimated $29.4K and bringing the position to 943 shares worth $94.8K. The position accounts for 0.1% of the portfolio, ranked #99.

Spartan Planning & Wealth Management first reported a position in SUSA in Q2 2022 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

  • Spartan Planning & Wealth Management held 943 shares of iShares ESG Optimized MSCI USA ETF worth $94.8K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 315 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $29.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #99 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.