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Brandywine Oak Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Brandywine Oak Private Wealth’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
Q4 		– Sell
-8,562
Closed -$529K – 243
2019
Q3 		$529K Buy
8,562
+1,094
+15% +$67K 0.1% 100
2019
Q2 		$455K Buy
+7,468
New +$447K 0.09% 115

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brandywine Oak Private Wealth's SUSA Position: Q4 2019 in Review

Brandywine Oak Private Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019, closing a stake of 8,562 shares — an estimated $529K sold.

Brandywine Oak Private Wealth first reported a position in SUSA in Q2 2019 and held it in 2 quarters. The position peaked at $529K in Q3 2019. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 8,562 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $529K.
  • Brandywine Oak Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $529K in Q3 2019.
  • 250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2019, filed 28 Jan 2020.