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

Wealthquest’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
Q2 		– Sell
-1,935
Closed -$208K – 142
2022
Q1 		$208K Hold
1,935
– – 0.03% 138
2021
Q4 		$208K Sell
1,935
-216
-10% -$22.2K 0.03% 138
2021
Q3 		$211K Buy
+2,151
New +$213K 0.04% 127

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthquest's SUSA Position: Q2 2022 in Review

Wealthquest sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 1,935 shares — an estimated $208K sold.

Wealthquest first reported a position in SUSA in Q3 2021 and held it in 3 quarters. The position peaked at $211K in Q3 2021. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • Wealthquest reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthquest sold 1,935 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $208K.
  • Wealthquest first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • Wealthquest's iShares ESG Optimized MSCI USA ETF position peaked at $211K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Wealthquest's 13F filing for Q2 2022, filed 12 Aug 2022.