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Transform Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Transform Wealth’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 		$331K Sell
2,883
-172
-6% -$20.9K 0.02% 203
2024
Q4 		$371K Hold
3,055
– – 0.02% 201
2024
Q3 		$368K Hold
3,055
– – 0.02% 170
2024
Q2 		$343K Sell
3,055
-203
-6% -$22K 0.03% 171
2024
Q1 		$356K Buy
+3,258
New +$339K 0.03% 173

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

Transform Wealth's SUSA Position: Q1 2025 in Review

Transform Wealth reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.6% in Q1 2025, selling an estimated $20.9K and leaving 2,883 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #203.

Transform Wealth first reported a position in SUSA in Q1 2024 and has held it in 5 quarters since. The position peaked at $371K in Q4 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • Transform Wealth held 2,883 shares of iShares ESG Optimized MSCI USA ETF worth $331K as of Q1 2025.
  • Transform Wealth sold 172 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $20.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #203 holding.
  • Transform Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 5 quarters since.
  • Transform Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $371K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.