1834 Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

1834 Investment Advisors’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
2020 Q4	–	Sell	-220	Closed	-$16K	–	474
2020 Q3	$16K	Hold	220	–	–	﹤0.01%	319
2020 Q2	$15K	Sell	220 -380	-63%	-$23.8K	﹤0.01%	306
2020 Q1	$33K	Hold	600	–	–	0.01%	275
2019 Q4	$40K	Hold	600	–	–	0.01%	288
2019 Q3	$37K	Hold	600	–	–	0.01%	293
2019 Q2	$37K	Hold	600	–	–	0.01%	305
2019 Q1	$35K	Hold	600	–	–	0.01%	302
2018 Q4	$31K	Hold	600	–	–	0.01%	302
2018 Q3	$36K	Hold	600	–	–	0.01%	298
2018 Q2	$34K	Hold	600	–	–	0.01%	299
2018 Q1	$33K	Hold	600	–	–	0.01%	308
2017 Q4	$33K	Buy	+600	New	+$32.5K	0.01%	319

Other funds holding SUSA

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

1834 Investment Advisors's SUSA Position: Q4 2020 in Review

1834 Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2020, closing a stake of 220 shares — an estimated $16K sold.

1834 Investment Advisors first reported a position in SUSA in Q4 2017 and held it in 12 quarters. The position peaked at $40K in Q4 2019. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

1834 Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 220 iShares ESG Optimized MSCI USA ETF shares in Q4 2020, an estimated $16K.
1834 Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 12 quarters.
1834 Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $40K in Q4 2019.
330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.