VCM
SUSA icon

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

Vigilant 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 		$16K Sell
175
-1,350
-89% -$120K ﹤0.01% 375
2023
Q1 		$134K Buy
+1,525
New +$131K 0.01% 176

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 $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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 $34.1B AUM 29.2% 1-Year Est. Return

Vigilant Capital Management's SUSA Position: Q2 2023 in Review

Vigilant Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 89% in Q2 2023, selling an estimated $120K and leaving 175 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Vigilant Capital Management first reported a position in SUSA in Q1 2023 and has held it in 2 quarters since. The position peaked at $134K in Q1 2023. 433 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • Vigilant Capital Management held 175 shares of iShares ESG Optimized MSCI USA ETF worth $16K as of Q2 2023.
  • Vigilant Capital Management sold 1,350 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $120K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #375 holding.
  • Vigilant Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 2 quarters since.
  • Vigilant Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $134K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.