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Advisor Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Advisor Group’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
2019
Q4 		$667K Buy
9,954
+176
+2% +$11.3K ﹤0.01% 1469
2019
Q3 		$604K Buy
9,778
+3,600
+58% +$220K ﹤0.01% 1481
2019
Q2 		$376K Buy
6,178
+322
+5% +$19.3K ﹤0.01% 1818
2019
Q1 		$346K Buy
5,856
+368
+7% +$20.7K ﹤0.01% 1858
2018
Q4 		$284K Buy
5,488
+1,784
+48% +$98.9K ﹤0.01% 1826
2018
Q3 		$222K Buy
3,704
+2,006
+118% +$118K ﹤0.01% 2080
2018
Q2 		$96K Hold
1,698
– – ﹤0.01% 2559
2018
Q1 		$93K Buy
1,698
+484
+40% +$27.5K ﹤0.01% 2611
2017
Q4 		$67K Buy
1,214
+200
+20% +$10.8K ﹤0.01% 2876
2017
Q3 		$54K Sell
1,014
-1,052
-51% -$54.5K ﹤0.01% 2887
2017
Q2 		$106K Sell
2,066
-346
-14% -$17.4K ﹤0.01% 2262
2017
Q1 		$119K Sell
2,412
-448
-16% -$21.5K ﹤0.01% 2037
2016
Q4 		$131K Buy
2,860
+402
+16% +$18.2K ﹤0.01% 1883
2016
Q3 		$111K Buy
2,458
+186
+8% +$8.38K ﹤0.01% 1926
2016
Q2 		$97K Buy
+2,272
New +$97.6K ﹤0.01% 1951

Other funds holding SUSA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Group's SUSA Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.8% in Q4 2019, buying an estimated $11.3K and bringing the position to 9,954 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Advisor Group first reported a position in SUSA in Q2 2016 and has held it in 15 quarters since. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

  • Advisor Group held 9,954 shares of iShares ESG Optimized MSCI USA ETF worth $667K as of Q4 2019.
  • Advisor Group bought 176 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $11.3K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1469 holding.
  • Advisor Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and has held it in 15 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.