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Talisman Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Talisman Wealth Advisors’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
2024
Q4 		– Sell
-1,758
Closed -$211K – 112
2024
Q3 		$211K Buy
+1,758
New +$203K 0.22% 104

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Talisman Wealth Advisors's SUSA Position: Q4 2024 in Review

Talisman Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 1,758 shares — an estimated $211K sold.

Talisman Wealth Advisors first reported a position in SUSA in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 480 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

  • Talisman Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Talisman Wealth Advisors sold 1,758 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $211K.
  • Talisman Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Talisman Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $211K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on Talisman Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.