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Strategic Wealth Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Strategic Wealth Investment 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
2025
Q1 		– Sell
-1,883
Closed -$229K – 105
2024
Q4 		$229K Sell
1,883
-656
-26% -$80.5K 0.03% 126
2024
Q3 		$302K Hold
2,539
– – 0.03% 108
2024
Q2 		$285K Buy
+2,539
New +$275K 0.04% 109
2023
Q4 		$284K Buy
2,824
+204
+8% +$19K 0.04% 107
2023
Q3 		$236K Hold
2,620
– – 0.04% 92
2023
Q2 		$245K Sell
2,620
-955
-27% -$84.8K 0.04% 106
2023
Q1 		$314K Buy
3,575
+346
+11% +$29.7K 0.06% 103
2022
Q4 		$273K Sell
3,229
-248
-7% -$20.4K 0.06% 100
2022
Q3 		$264K Buy
+3,477
New +$296K 0.08% 86

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

Strategic Wealth Investment Group's SUSA Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 1,883 shares — an estimated $229K sold.

Strategic Wealth Investment Group first reported a position in SUSA in Q3 2022 and held it in 9 quarters. The position peaked at $314K in Q1 2023. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,883 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $229K.
  • Strategic Wealth Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and held it in 9 quarters.
  • Strategic Wealth Investment Group's iShares ESG Optimized MSCI USA ETF position peaked at $314K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.