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Calton & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-84
Closed -$4K – 1161
2017
Q4 		$4K Buy
+84
New +$4.55K ﹤0.01% 1298

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Calton & Associates's SUSA Position: Q1 2018 in Review

Calton & Associates sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2018, closing a stake of 84 shares — an estimated $4K sold.

Calton & Associates first reported a position in SUSA in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 169 funds tracked by Wall St. Rank hold SUSA as of Q1 2018.

  • Calton & Associates reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 84 iShares ESG Optimized MSCI USA ETF shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $4K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.