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

TrustCore 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
2022
Q4 		$33.2K Hold
403
– – ﹤0.01% 524
2022
Q3 		$31K Hold
403
– – ﹤0.01% 539
2022
Q2 		$33K Buy
+403
New +$35.4K ﹤0.01% 539

Other funds holding SUSA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TrustCore Financial Services's SUSA Position: Q4 2022 in Review

TrustCore Financial Services held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q4 2022 at 403 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

TrustCore Financial Services first reported a position in SUSA in Q2 2022 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

  • TrustCore Financial Services held 403 shares of iShares ESG Optimized MSCI USA ETF worth $33.2K as of Q4 2022.
  • TrustCore Financial Services left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q4 2022.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #524 holding.
  • TrustCore Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.