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 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

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

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

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

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.