ZIMP
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Zimmermann Investment Management & Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-36,048
Closed -$2.91M – 105
2022
Q2 		$2.91M Sell
36,048
-18,194
-34% -$1.6M 1.99% 17
2022
Q1 		$5.25M Buy
54,242
+4,033
+8% +$391K 3.12% 10
2021
Q4 		$5.33M Buy
+50,209
New +$5.16M 2.99% 10

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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zimmermann Investment Management & Planning's SUSA Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 36,048 shares — an estimated $2.91M sold.

Zimmermann Investment Management & Planning first reported a position in SUSA in Q4 2021 and held it in 3 quarters. The position peaked at $5.33M in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 36,048 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $2.91M.
  • Zimmermann Investment Management & Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's iShares ESG Optimized MSCI USA ETF position peaked at $5.33M in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.