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Arax Advisory Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arax Advisory Partners’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 		– Sell
-6,525
Closed -$623K – 1070
2021
Q2 		$623K Buy
+6,525
New +$604K 0.08% 86
2020
Q4 		$636K Hold
7,720
– – 0.09% 76
2020
Q3 		$568K Buy
+7,720
New +$558K 0.1% 79

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

Arax Advisory Partners's SUSA Position: Q3 2021 in Review

Arax Advisory Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2021, closing a stake of 6,525 shares — an estimated $623K sold.

Arax Advisory Partners first reported a position in SUSA in Q3 2020 and held it in 3 quarters. The position peaked at $636K in Q4 2020. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

  • Arax Advisory Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Arax Advisory Partners sold 6,525 iShares ESG Optimized MSCI USA ETF shares in Q3 2021, an estimated $623K.
  • Arax Advisory Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 3 quarters.
  • Arax Advisory Partners's iShares ESG Optimized MSCI USA ETF position peaked at $636K in Q4 2020.
  • 388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on Arax Advisory Partners's 13F filing for Q3 2021, filed 5 Nov 2021.