Ameritas Investment Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ameritas Investment Company’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
2021 Q3	$675K	Buy	7,036 +6,810	+3,013%	+$673K	0.03%	349
2021 Q2	$648K	Hold	226	–	–	0.03%	363
2021 Q1	$19.8K	Buy	+226	New	+$19.3K	﹤0.01%	1301
2020 Q2	–	Sell	-2,346	Closed	-$127K	–	1451
2020 Q1	$127K	Buy	2,346 +120	+5%	+$7.69K	0.02%	442
2019 Q4	$149K	Buy	2,226 +8	+0.4%	+$512	0.03%	387
2019 Q3	$137K	Sell	2,218 -4,120	-65%	-$252K	0.03%	406
2019 Q2	$386K	Buy	+6,338	New	+$379K	0.18%	122

Other funds holding SUSA

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

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's SUSA Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3,013% in Q3 2021, buying an estimated $673K and bringing the position to 7,036 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #349.

Ameritas Investment Company first reported a position in SUSA in Q2 2019 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

Ameritas Investment Company held 7,036 shares of iShares ESG Optimized MSCI USA ETF worth $675K as of Q3 2021.
Ameritas Investment Company bought 6,810 iShares ESG Optimized MSCI USA ETF shares in Q3 2021, an estimated $673K.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #349 holding.
Ameritas Investment Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and has held it in 7 quarters since.
388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.