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BerganKDV Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BerganKDV Wealth Management’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
Q1 		– Sell
-2,740
Closed -$226K – 988
2020
Q4 		$226K Buy
+2,740
New +$214K 0.03% 211

Other funds holding SUSA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

BerganKDV Wealth Management's SUSA Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2021, closing a stake of 2,740 shares — an estimated $226K sold.

BerganKDV Wealth Management first reported a position in SUSA in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 353 funds tracked by Wall St. Rank hold SUSA as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,740 iShares ESG Optimized MSCI USA ETF shares in Q1 2021, an estimated $226K.
  • BerganKDV Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $226K in Q4 2020.
  • 353 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.