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Walled Lake Planning & Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Walled Lake Planning & Wealth 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
2021
Q4 		– Sell
-776
Closed -$74K – 285
2021
Q3 		$74K Buy
+776
New +$76.7K 0.05% 138

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SUSA Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 776 shares — an estimated $74K sold.

Walled Lake Planning & Wealth Management first reported a position in SUSA in Q3 2021 and held it in 1 quarter. The position peaked at $74K in Q3 2021. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 776 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $74K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $74K in Q3 2021.
  • 445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.