Cazenove Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cazenove Capital Management’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
2013 Q2	$185K	Buy	+5,430	New	+$184K	0.15%	84

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

RNS

Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cazenove Capital Management's SUSA Position: Q2 2013 in Review

Cazenove Capital Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2013: 5,430 shares worth $185K. The stake represents 0.15% of the portfolio and ranks #84 among its holdings.

63 funds tracked by Wall St. Rank hold SUSA as of Q2 2013.

Cazenove Capital Management held 5,430 shares of iShares ESG Optimized MSCI USA ETF worth $185K as of Q2 2013.
iShares ESG Optimized MSCI USA ETF was a new Cazenove Capital Management position in Q2 2013.
iShares ESG Optimized MSCI USA ETF made up 0.15% of Cazenove Capital Management's portfolio in Q2 2013, its #84 holding.
63 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2013.

Based on Cazenove Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.