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Welch & Forbes’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Welch & Forbes’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
-2,366
Closed -$229K – 396
2022
Q1 		$229K Hold
2,366
– – ﹤0.01% 358
2021
Q4 		$251K Buy
+2,366
New +$243K ﹤0.01% 356

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

Welch & Forbes's SUSA Position: Q2 2022 in Review

Welch & Forbes sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 2,366 shares — an estimated $229K sold.

Welch & Forbes first reported a position in SUSA in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

  • Welch & Forbes reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Welch & Forbes sold 2,366 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $229K.
  • Welch & Forbes first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • Welch & Forbes's iShares ESG Optimized MSCI USA ETF position peaked at $251K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.