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Affiance Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Affiance Financial’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
Q2 		– Sell
-390
Closed -$21K – 140
2020
Q1 		$21K Hold
390
– – 0.01% 108
2019
Q4 		$26K Buy
+390
New +$24.9K 0.01% 121

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Affiance Financial's SUSA Position: Q2 2020 in Review

Affiance Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2020, closing a stake of 390 shares — an estimated $21K sold.

Affiance Financial first reported a position in SUSA in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 270 funds tracked by Wall St. Rank hold SUSA as of Q2 2020.

  • Affiance Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • Affiance Financial sold 390 iShares ESG Optimized MSCI USA ETF shares in Q2 2020, an estimated $21K.
  • Affiance Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 2 quarters.
  • Affiance Financial's iShares ESG Optimized MSCI USA ETF position peaked at $26K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2020.

Based on Affiance Financial's 13F filing for Q2 2020, filed 13 Jul 2020.