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

Catalyst 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
2020
Q4 		– Sell
-46
Closed -$3K – 255
2020
Q3 		$3K Buy
+46
New +$3.32K ﹤0.01% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catalyst Private Wealth's SUSA Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2020, closing a stake of 46 shares — an estimated $3K sold.

Catalyst Private Wealth first reported a position in SUSA in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 46 iShares ESG Optimized MSCI USA ETF shares in Q4 2020, an estimated $3K.
  • Catalyst Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $3K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.