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Unionview LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Unionview LLC’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
2024
Q4 		$829K Sell
6,815
-188
-3% -$23.1K 0.61% 32
2024
Q3 		$843K Buy
7,003
+19
+0.3% +$2.19K 0.66% 32
2024
Q2 		$785K Sell
6,984
-119
-2% -$12.9K 0.64% 32
2024
Q1 		$775K Sell
7,103
-56
-0.8% -$5.83K 0.64% 33
2023
Q4 		$720K Buy
7,159
+43
+0.6% +$4.01K 0.65% 33
2023
Q3 		$640K Sell
7,116
-273
-4% -$25.7K 0.61% 33
2023
Q2 		$692K Sell
7,389
-1,701
-19% -$151K 0.63% 30
2023
Q1 		$798K Sell
9,090
-693
-7% -$59.5K 0.75% 23
2022
Q4 		$805K Buy
9,783
+1,831
+23% +$151K 0.81% 22
2022
Q3 		$604K Buy
7,952
+1,078
+16% +$91.7K 0.69% 24
2022
Q2 		$555K Buy
6,874
+862
+14% +$75.7K 0.62% 32
2022
Q1 		$582K Buy
6,012
+184
+3% +$17.8K 0.54% 38
2021
Q4 		$619K Buy
+5,828
New +$599K 0.58% 35

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Unionview LLC's SUSA Position: Q4 2024 in Review

Unionview LLC reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.7% in Q4 2024, selling an estimated $23.1K and leaving 6,815 shares worth $829K. The position accounts for 0.61% of the portfolio, ranked #32.

Unionview LLC first reported a position in SUSA in Q4 2021 and has held it in 13 quarters since. The position peaked at $843K in Q3 2024. 480 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

  • Unionview LLC held 6,815 shares of iShares ESG Optimized MSCI USA ETF worth $829K as of Q4 2024.
  • Unionview LLC sold 188 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $23.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.61% of Unionview LLC's portfolio in Q4 2024, its #32 holding.
  • Unionview LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's iShares ESG Optimized MSCI USA ETF position peaked at $843K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.