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BB&T Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BB&T Securities’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
Q3 		$230K Buy
3,706
+132
+4% +$8.08K ﹤0.01% 1448
2019
Q2 		$217K Buy
3,574
+60
+2% +$3.59K ﹤0.01% 1483
2019
Q1 		$207K Buy
+3,514
New +$198K ﹤0.01% 1483
2018
Q4 		– Sell
-4,020
Closed -$239K – 1602
2018
Q3 		$239K Buy
4,020
+58
+1% +$3.4K ﹤0.01% 1408
2018
Q2 		$223K Buy
3,962
+88
+2% +$4.95K ﹤0.01% 1410
2018
Q1 		$214K Buy
3,874
+244
+7% +$13.9K ﹤0.01% 1375
2017
Q4 		$201K Buy
+3,630
New +$197K ﹤0.01% 1352

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return