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Tradewinds Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tradewinds Capital Management’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
-2
Closed -$176 – 513
2023
Q1 		$176 Sell
2
-88
-98% -$7.56K ﹤0.01% 450
2022
Q4 		$7.41K Sell
90
-3
-3% -$247 ﹤0.01% 237
2022
Q3 		$7K Sell
93
-1,213
-93% -$103K ﹤0.01% 232
2022
Q2 		$105K Sell
1,306
-295,785
-100% -$26M 0.04% 68
2022
Q1 		$28.8M Buy
297,091
+21,774
+8% +$2.11M 4.66% 6
2021
Q4 		$29.3M Buy
+275,317
New +$28.3M 4.48% 4

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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