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WMS Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-6,658
Closed -$810K – 237
2024
Q4 		$810K Hold
6,658
– – 0.05% 137
2024
Q3 		$801K Buy
+6,658
New +$768K 0.04% 132

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

WMS Partners's SUSA Position: Q1 2025 in Review

WMS Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2025, closing a stake of 6,658 shares — an estimated $810K sold.

WMS Partners first reported a position in SUSA in Q3 2024 and held it in 2 quarters. The position peaked at $810K in Q4 2024. 475 funds tracked by Wall St. Rank hold SUSA as of Q1 2025.

  • WMS Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 6,658 iShares ESG Optimized MSCI USA ETF shares in Q1 2025, an estimated $810K.
  • WMS Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's iShares ESG Optimized MSCI USA ETF position peaked at $810K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.