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

Surevest’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
Q3 		$1K Hold
11
– – ﹤0.01% 491
2022
Q2 		$1K Buy
+11
New +$966 ﹤0.01% 535

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Surevest's SUSA Position: Q3 2022 in Review

Surevest held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2022 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Surevest first reported a position in SUSA in Q2 2022 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Surevest held 11 shares of iShares ESG Optimized MSCI USA ETF worth $1K as of Q3 2022.
  • Surevest left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2022.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #491 holding.
  • Surevest first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.