SAS
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Stelac Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stelac Advisory Services’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 		– Sell
-8,087
Closed -$728K – 104
2023
Q3 		$728K Buy
+8,087
New +$761K 0.4% 50

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PNC Financial Services Group
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Ameriprise
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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

Stelac Advisory Services's SUSA Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 8,087 shares — an estimated $728K sold.

Stelac Advisory Services first reported a position in SUSA in Q3 2023 and held it in 1 quarter. The position peaked at $728K in Q3 2023. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

  • Stelac Advisory Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 8,087 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $728K.
  • Stelac Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • Stelac Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $728K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.