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

TCWP’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
Q3 		– Sell
-9,607
Closed -$1.08M – 51
2024
Q2 		$1.08M Sell
9,607
-35
-0.4% -$3.79K 2.65% 11
2024
Q1 		$1.05M Sell
9,642
-14
-0.1% -$1.46K 2.8% 10
2023
Q4 		$971K Sell
9,656
-9
-0.1% -$840 2.74% 10
2023
Q3 		$870K Sell
9,665
-49
-0.5% -$4.61K 0.66% 46
2023
Q2 		$910K Hold
9,714
– – 0.19% 92
2023
Q1 		$853K Sell
9,714
-443
-4% -$38.1K 0.16% 108
2022
Q4 		$836K Buy
10,157
+829
+9% +$68.3K 0.17% 113
2022
Q3 		$708K Buy
9,328
+4,935
+112% +$420K 0.15% 119
2022
Q2 		$354K Sell
4,393
-78
-2% -$6.85K 0.08% 174
2022
Q1 		$432K Sell
4,471
-7
-0.2% -$678 0.08% 169
2021
Q4 		$475K Buy
+4,478
New +$460K 0.09% 153

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TCWP's SUSA Position: Q3 2024 in Review

TCWP sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 9,607 shares — an estimated $1.08M sold.

TCWP first reported a position in SUSA in Q4 2021 and held it in 11 quarters. The position peaked at $1.08M in Q2 2024. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • TCWP reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 9,607 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $1.08M.
  • TCWP first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 11 quarters.
  • TCWP's iShares ESG Optimized MSCI USA ETF position peaked at $1.08M in Q2 2024.
  • 458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.