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Wetzel Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-18
Closed -$1.97K – 799
2024
Q2 		$1.97K Hold
18
– – ﹤0.01% 749
2024
Q1 		$1.86K Hold
18
– – ﹤0.01% 862
2023
Q4 		$2K Buy
+18
New +$1.68K ﹤0.01% 877

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 $173B AUM 20.72% 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
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 $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wetzel Investment Advisors's SUSA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2024, closing a stake of 18 shares — an estimated $1.97K sold.

Wetzel Investment Advisors first reported a position in SUSA in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 458 funds tracked by Wall St. Rank hold SUSA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 18 iShares ESG Optimized MSCI USA ETF shares in Q3 2024, an estimated $1.97K.
  • Wetzel Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $2K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.