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Thoroughbred Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Thoroughbred Financial Services’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
2025
Q1 		– Sell
-1,873
Closed -$227K – 721
2024
Q4 		$227K Hold
1,873
– – 0.01% 622
2024
Q3 		$225K Sell
1,873
-436
-19% -$50.3K 0.01% 592
2024
Q2 		$259K Sell
2,309
-214
-8% -$23.2K 0.02% 538
2024
Q1 		$275K Hold
2,523
– – 0.03% 387
2023
Q4 		$253K Sell
2,523
-250
-9% -$23.3K 0.02% 510
2023
Q3 		$249K Sell
2,773
-564
-17% -$53.1K 0.02% 491
2023
Q2 		$312K Sell
3,337
-280
-8% -$24.9K 0.04% 328
2023
Q1 		$317K Hold
3,617
– – 0.05% 316
2022
Q4 		$297K Sell
3,617
-885
-20% -$72.9K 0.05% 306
2022
Q3 		$341K Sell
4,502
-201
-4% -$17.1K 0.07% 253
2022
Q2 		$379K Sell
4,703
-9,534
-67% -$837K 0.07% 246
2022
Q1 		$1.38M Buy
14,237
+4,808
+51% +$466K 0.23% 109
2021
Q4 		$1M Buy
9,429
+6,962
+282% +$716K 0.21% 112
2021
Q3 		$236K Buy
+2,467
New +$244K 0.06% 281

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Thoroughbred Financial Services's SUSA Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 1,873 shares — an estimated $227K sold.

Thoroughbred Financial Services first reported a position in SUSA in Q3 2021 and held it in 14 quarters. The position peaked at $1.38M in Q1 2022. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,873 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $227K.
  • Thoroughbred Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 14 quarters.
  • Thoroughbred Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $1.38M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.