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Centaurus Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-1,718
Closed -$97K – 1860
2018
Q2 		$97K Buy
+1,718
New +$96.7K 0.01% 723

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

Centaurus Financial's SUSA Position: Q3 2018 in Review

Centaurus Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2018, closing a stake of 1,718 shares — an estimated $97K sold.

Centaurus Financial first reported a position in SUSA in Q2 2018 and held it in 1 quarter. The position peaked at $97K in Q2 2018. 177 funds tracked by Wall St. Rank hold SUSA as of Q3 2018.

  • Centaurus Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 1,718 iShares ESG Optimized MSCI USA ETF shares in Q3 2018, an estimated $97K.
  • Centaurus Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's iShares ESG Optimized MSCI USA ETF position peaked at $97K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.