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Atlas Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Atlas Capital 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
2021
Q4 		– Sell
-301
Closed -$28.9K – 957
2021
Q3 		$28.9K Buy
301
+1
+0.3% +$99 ﹤0.01% 596
2021
Q2 		$28.7K Hold
300
– – ﹤0.01% 607
2021
Q1 		$26.3K Buy
+300
New +$25.6K 0.01% 563

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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

Atlas Capital Advisors's SUSA Position: Q4 2021 in Review

Atlas Capital Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 301 shares — an estimated $28.9K sold.

Atlas Capital Advisors first reported a position in SUSA in Q1 2021 and held it in 3 quarters. The position peaked at $28.9K in Q3 2021. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

  • Atlas Capital Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 301 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $28.9K.
  • Atlas Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and held it in 3 quarters.
  • Atlas Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $28.9K in Q3 2021.
  • 445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.