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Stonebridge Financial Planning Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-150
Closed -$15K – 334
2021
Q4 		$15K Hold
150
– – 0.01% 317
2021
Q3 		$16K Hold
150
– – 0.01% 313
2021
Q2 		$15K Buy
+150
New +$13.9K 0.01% 328

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stonebridge Financial Planning Group's SUSA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 150 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in SUSA in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q3 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 150 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $15K.
  • Stonebridge Financial Planning Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's iShares ESG Optimized MSCI USA ETF position peaked at $16K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.