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TIAA FSB’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

TIAA FSB’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 		$1.27M Buy
13,591
+1,682
+14% +$149K ﹤0.01% 294
2023
Q1 		$1.05M Sell
11,909
-30
-0.3% -$2.58K ﹤0.01% 309
2022
Q4 		$983K Sell
11,939
-1,021
-8% -$84.1K ﹤0.01% 312
2022
Q3 		$984K Hold
12,960
– – ﹤0.01% 309
2022
Q2 		$1.05M Buy
12,960
+240
+2% +$21.1K ﹤0.01% 320
2022
Q1 		$1.23M Sell
12,720
-1,416
-10% -$137K ﹤0.01% 295
2021
Q4 		$1.5M Hold
14,136
– – ﹤0.01% 279
2021
Q3 		$1.36M Sell
14,136
-35
-0.2% -$3.46K ﹤0.01% 289
2021
Q2 		$1.35M Sell
14,171
-757
-5% -$70K ﹤0.01% 295
2021
Q1 		$1.31M Sell
14,928
-474
-3% -$40.4K ﹤0.01% 288
2020
Q4 		$1.27M Buy
+15,402
New +$1.2M ﹤0.01% 278
2019
Q2 		– Sell
-30,632
Closed -$1.81M – 323
2019
Q1 		$1.81M Sell
30,632
-6,110
-17% -$344K 0.01% 218
2018
Q4 		$1.9M Sell
36,742
-3,402
-8% -$189K 0.01% 209
2018
Q3 		$2.4M Sell
40,144
-18,538
-32% -$1.09M 0.01% 210
2018
Q2 		$3.31M Buy
58,682
+5,432
+10% +$306K 0.02% 189
2018
Q1 		$2.95M Buy
53,250
+3,366
+7% +$192K 0.02% 196
2017
Q4 		$2.77M Buy
49,884
+2,332
+5% +$126K 0.02% 217
2017
Q3 		$2.48M Sell
47,552
-5,788
-11% -$300K 0.02% 224
2017
Q2 		$2.73M Buy
+53,340
New +$2.68M 0.02% 207

Other funds holding SUSA

JP Morgan Chase
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
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 $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TIAA FSB's SUSA Position: Q2 2023 in Review

TIAA FSB increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2023, buying an estimated $149K and bringing the position to 13,591 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #294.

TIAA FSB first reported a position in SUSA in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.31M in Q2 2018. 432 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • TIAA FSB held 13,591 shares of iShares ESG Optimized MSCI USA ETF worth $1.27M as of Q2 2023.
  • TIAA FSB bought 1,682 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $149K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #294 holding.
  • TIAA FSB first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2017 and has held it in 19 quarters since.
  • TIAA FSB's iShares ESG Optimized MSCI USA ETF position peaked at $3.31M in Q2 2018.
  • 432 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.