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West Coast Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

West Coast Financial’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 		– Sell
-3,999
Closed -$481K – 175
2024
Q3 		$481K Hold
3,999
– – 0.05% 106
2024
Q2 		$449K Hold
3,999
– – 0.05% 103
2024
Q1 		$437K Sell
3,999
-50
-1% -$5.21K 0.05% 103
2023
Q4 		$407K Sell
4,049
-1,065
-21% -$99.4K 0.05% 103
2023
Q3 		$460K Sell
5,114
-50
-1% -$4.71K 0.07% 95
2023
Q2 		$484K Sell
5,164
-20
-0.4% -$1.78K 0.07% 98
2023
Q1 		$455K Buy
+5,184
New +$445K 0.07% 93

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 $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
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 $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

West Coast Financial's SUSA Position: Q4 2024 in Review

West Coast Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2024, closing a stake of 3,999 shares — an estimated $481K sold.

West Coast Financial first reported a position in SUSA in Q1 2023 and held it in 7 quarters. The position peaked at $484K in Q2 2023. 481 funds tracked by Wall St. Rank hold SUSA as of Q4 2024.

  • West Coast Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 3,999 iShares ESG Optimized MSCI USA ETF shares in Q4 2024, an estimated $481K.
  • West Coast Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and held it in 7 quarters.
  • West Coast Financial's iShares ESG Optimized MSCI USA ETF position peaked at $484K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.