Wilbanks Smith & Thomas Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$361K	Buy	+3,303	New	+$344K	0.01%	394
2019 Q4	–	Sell	-4,806	Closed	-$297K	–	442
2019 Q3	$297K	Hold	4,806	–	–	0.02%	320
2019 Q2	$293K	Hold	4,806	–	–	0.02%	315
2019 Q1	$284K	Buy	+4,806	New	+$271K	0.02%	320
2018 Q4	–	Sell	-4,230	Closed	-$252K	–	1196
2018 Q3	$252K	Sell	4,230 -50	-1%	-$2.93K	0.02%	342
2018 Q2	$241K	Buy	4,280 +24	+0.6%	+$1.35K	0.02%	305
2018 Q1	$236K	Buy	+4,256	New	+$242K	0.02%	304

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SUSA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2024: 3,303 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Wilbanks Smith & Thomas Asset Management previously reported a position in SUSA as recently as Q3 2019.

Wilbanks Smith & Thomas Asset Management first reported a position in SUSA in Q1 2018 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold SUSA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,303 shares of iShares ESG Optimized MSCI USA ETF worth $361K as of Q1 2024.
iShares ESG Optimized MSCI USA ETF was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #394 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.