TWC
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TD Waterhouse Canada’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

TD Waterhouse Canada’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
Q1 		– Sell
-155
Closed -$15.3K – 1930
2023
Q4 		$15.3K Hold
155
– – ﹤0.01% 1172
2023
Q3 		$13.9K Sell
155
-20
-11% -$1.88K ﹤0.01% 1161
2023
Q2 		$16.4K Hold
175
– – ﹤0.01% 1152
2023
Q1 		$15.4K Buy
+175
New +$15K ﹤0.01% 1139
2022
Q3 		– Sell
-280
Closed -$22.8K – 1782
2022
Q2 		$22.8K Hold
280
– – ﹤0.01% 1082
2022
Q1 		$27.2K Hold
280
– – ﹤0.01% 1110
2021
Q4 		$29.7K Buy
+280
New +$28.8K ﹤0.01% 1118

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return