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

Synovus Financial’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	-2,904	Closed	-$261K	–	873
2023 Q3	$261K	Sell	2,904 -1	-0%	-$94	﹤0.01%	751
2023 Q2	$272K	Buy	2,905 +259	+10%	+$23K	﹤0.01%	744
2023 Q1	$232K	Sell	2,646 -30	-1%	-$2.58K	﹤0.01%	766
2022 Q4	$220K	Buy	+2,676	New	+$220K	﹤0.01%	792
2020 Q3	–	Sell	-744	Closed	-$50K	–	1364
2020 Q2	$50K	Sell	744 -174	-19%	-$10.9K	﹤0.01%	901
2020 Q1	$51K	Buy	918 +398	+77%	+$25.5K	﹤0.01%	1111
2019 Q4	$35K	Buy	520 +270	+108%	+$17.3K	﹤0.01%	1012
2019 Q3	$15K	Hold	250	–	–	﹤0.01%	1132
2019 Q2	$15K	Hold	250	–	–	﹤0.01%	1063
2019 Q1	$15K	Buy	250 +46	+23%	+$2.59K	﹤0.01%	1054
2018 Q4	$11K	Hold	204	–	–	﹤0.01%	1069
2018 Q3	$12K	Hold	204	–	–	﹤0.01%	1093
2018 Q2	$12K	Hold	204	–	–	﹤0.01%	1036
2018 Q1	$11K	Buy	+204	New	+$11.6K	﹤0.01%	1027
2017 Q3	–	Sell	-204	Closed	-$10K	–	732
2017 Q2	$10K	Sell	204 -22	-10%	-$1.11K	﹤0.01%	736
2017 Q1	$11K	Buy	+226	New	+$10.8K	﹤0.01%	943

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Synovus Financial's SUSA Position: Q4 2023 in Review

Synovus Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 2,904 shares — an estimated $261K sold.

Synovus Financial first reported a position in SUSA in Q1 2017 and held it in 16 quarters. The position peaked at $272K in Q2 2023. 455 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

Synovus Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Synovus Financial sold 2,904 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $261K.
Synovus Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2017 and held it in 16 quarters.
Synovus Financial's iShares ESG Optimized MSCI USA ETF position peaked at $272K in Q2 2023.
455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.