WOSD
SUSA icon

WFA of San Diego’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WFA of San Diego’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
Q1 		– Sell
-951
Closed -$101K – 155
2021
Q4 		$101K Buy
+951
New +$97.8K 0.06% 167

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA of San Diego's SUSA Position: Q1 2022 in Review

WFA of San Diego sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 951 shares — an estimated $101K sold.

WFA of San Diego first reported a position in SUSA in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • WFA of San Diego reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • WFA of San Diego sold 951 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $101K.
  • WFA of San Diego first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • WFA of San Diego's iShares ESG Optimized MSCI USA ETF position peaked at $101K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on WFA of San Diego's 13F filing for Q1 2022, filed 25 Apr 2022.