Capital Directions Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital Directions Investment Advisors’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
2017 Q2	–	Sell	-374	Closed	-$18K	–	116
2017 Q1	$18K	Hold	374	–	–	0.01%	73
2016 Q4	$17K	Hold	374	–	–	0.01%	66
2016 Q3	$17K	Hold	374	–	–	0.01%	65
2016 Q2	$16K	Buy	+374	New	+$16.1K	0.01%	66

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

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

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

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

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

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

HPWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Directions Investment Advisors's SUSA Position: Q2 2017 in Review

Capital Directions Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2017, closing a stake of 374 shares — an estimated $18K sold.

Capital Directions Investment Advisors first reported a position in SUSA in Q2 2016 and held it in 4 quarters. The position peaked at $18K in Q1 2017. 131 funds tracked by Wall St. Rank hold SUSA as of Q2 2017.

Capital Directions Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2017 after selling out during the quarter.
Capital Directions Investment Advisors sold 374 iShares ESG Optimized MSCI USA ETF shares in Q2 2017, an estimated $18K.
Capital Directions Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and held it in 4 quarters.
Capital Directions Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $18K in Q1 2017.
131 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.