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

Boston Standard 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
2016 Q4	–	Sell	-5,266	Closed	-$240K	–	23
2016 Q3	$240K	Hold	5,266	–	–	0.19%	23
2016 Q2	$228K	Sell	5,266 -196	-4%	-$8.42K	0.2%	23
2016 Q1	$233K	Buy	+5,462	New	+$218K	0.21%	24
2015 Q3	–	Sell	-4,738	Closed	-$201K	–	26
2015 Q2	$201K	Sell	4,738 -106	-2%	-$4.61K	0.19%	25
2015 Q1	$210K	Buy	4,844 +14	+0.3%	+$600	0.2%	25
2014 Q4	$203K	Buy	+4,830	New	+$203K	0.2%	26

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Boston Standard Wealth Management's SUSA Position: Q4 2016 in Review

Boston Standard Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2016, closing a stake of 5,266 shares — an estimated $240K sold.

Boston Standard Wealth Management first reported a position in SUSA in Q4 2014 and held it in 6 quarters. The position peaked at $240K in Q3 2016. 123 funds tracked by Wall St. Rank hold SUSA as of Q4 2016.

Boston Standard Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2016 after selling out during the quarter.
Boston Standard Wealth Management sold 5,266 iShares ESG Optimized MSCI USA ETF shares in Q4 2016, an estimated $240K.
Boston Standard Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and held it in 6 quarters.
Boston Standard Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $240K in Q3 2016.
123 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2016.

Based on Boston Standard Wealth Management's 13F filing for Q4 2016, filed 12 Jan 2017.