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Woodmont Investment Counsel’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-512
Closed -$55.9K – 346
2024
Q1 		$55.9K Buy
+512
New +$53.3K ﹤0.01% 296

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

Woodmont Investment Counsel's SUSA Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2024, closing a stake of 512 shares — an estimated $55.9K sold.

Woodmont Investment Counsel first reported a position in SUSA in Q1 2024 and held it in 1 quarter. The position peaked at $55.9K in Q1 2024. 451 funds tracked by Wall St. Rank hold SUSA as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 512 iShares ESG Optimized MSCI USA ETF shares in Q2 2024, an estimated $55.9K.
  • Woodmont Investment Counsel first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares ESG Optimized MSCI USA ETF position peaked at $55.9K in Q1 2024.
  • 451 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.