Capital One National Association’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital One National Association’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	$384K	Buy	+5,734	New	+$367K	0.05%	232

Other funds holding SUSA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital One National Association's SUSA Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019: 5,734 shares worth $384K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings.

250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

Capital One National Association held 5,734 shares of iShares ESG Optimized MSCI USA ETF worth $384K as of Q4 2019.
iShares ESG Optimized MSCI USA ETF was a new Capital One National Association position in Q4 2019.
iShares ESG Optimized MSCI USA ETF made up 0.05% of Capital One National Association's portfolio in Q4 2019, its #232 holding.
250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.