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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $8.18B AUM 28.28% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

BB&T Securities's SUSA Position: Q3 2019 in Review

BB&T Securities increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.7% in Q3 2019, buying an estimated $8.08K and bringing the position to 3,706 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

BB&T Securities first reported a position in SUSA in Q4 2017 and has held it in 7 quarters since. The position peaked at $239K in Q3 2018. 221 funds tracked by Wall St. Rank hold SUSA as of Q3 2019.

BB&T Securities held 3,706 shares of iShares ESG Optimized MSCI USA ETF worth $230K as of Q3 2019.
BB&T Securities bought 132 iShares ESG Optimized MSCI USA ETF shares in Q3 2019, an estimated $8.08K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1448 holding.
BB&T Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 7 quarters since.
BB&T Securities's iShares ESG Optimized MSCI USA ETF position peaked at $239K in Q3 2018.
221 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.