TD Waterhouse Canada
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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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TD Waterhouse Canada's SUSA Position: Q1 2024 in Review

TD Waterhouse Canada sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024, closing a stake of 155 shares — an estimated $15.3K sold.

TD Waterhouse Canada first reported a position in SUSA in Q4 2021 and held it in 7 quarters. The position peaked at $29.7K in Q4 2021. 455 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

  • TD Waterhouse Canada reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • TD Waterhouse Canada sold 155 iShares ESG Optimized MSCI USA ETF shares in Q1 2024, an estimated $15.3K.
  • TD Waterhouse Canada first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 7 quarters.
  • TD Waterhouse Canada's iShares ESG Optimized MSCI USA ETF position peaked at $29.7K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on TD Waterhouse Canada's 13F filing for Q1 2024, filed 10 May 2024.