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

Ten Capital 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
2023 Q2	–	Sell	-203	Closed	-$17.8K	–	490
2023 Q1	$17.8K	Hold	203	–	–	0.01%	312
2022 Q4	$16.7K	Hold	203	–	–	0.01%	270
2022 Q3	$15K	Hold	203	–	–	0.01%	266
2022 Q2	$16K	Hold	203	–	–	0.01%	223
2022 Q1	$20K	Buy	+203	New	+$19.7K	0.01%	222

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ten Capital Wealth Advisors's SUSA Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2023, closing a stake of 203 shares — an estimated $17.8K sold.

Ten Capital Wealth Advisors first reported a position in SUSA in Q1 2022 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 203 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $17.8K.
Ten Capital Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 5 quarters.
Ten Capital Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $20K in Q1 2022.
432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.