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Brouwer & Janachowski’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-1,250
Closed -$53K – 79
2015
Q2 		$53K Buy
+1,250
New +$54.4K 0.02% 58
2014
Q2 		– Sell
-2,990
Closed -$117K – 80
2014
Q1 		$117K Buy
+2,990
New +$115K 0.06% 51

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brouwer & Janachowski's SUSA Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2015, closing a stake of 1,250 shares — an estimated $53K sold.

Brouwer & Janachowski first reported a position in SUSA in Q1 2014 and held it in 2 quarters. The position peaked at $117K in Q1 2014. 84 funds tracked by Wall St. Rank hold SUSA as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 1,250 iShares ESG Optimized MSCI USA ETF shares in Q3 2015, an estimated $53K.
  • Brouwer & Janachowski first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares ESG Optimized MSCI USA ETF position peaked at $117K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.