Certified Advisory Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-837	Closed	-$74K	–	663
2021 Q1	$74K	Buy	+837	New	+$71.4K	0.02%	292
2020 Q2	$56K	Buy	832 +2	+0.2%	+$125	0.02%	292
2020 Q1	$46K	Buy	830 +4	+0.5%	+$256	0.02%	292
2019 Q4	$55K	Buy	826 +2	+0.2%	+$128	0.02%	306
2019 Q3	$51K	Buy	824 +4	+0.5%	+$245	0.02%	316
2019 Q2	$50K	Buy	820 +2	+0.2%	+$120	0.02%	319
2019 Q1	$48K	Buy	818 +2	+0.2%	+$113	0.02%	307
2018 Q4	$42K	Buy	816 +4	+0.5%	+$222	0.02%	303
2018 Q3	$48K	Buy	812 +4	+0.5%	+$235	0.02%	307
2018 Q2	$46K	Hold	808	–	–	0.03%	296
2018 Q1	$44K	Buy	808 +608	+304%	+$34.6K	0.03%	286
2017 Q4	$11K	Buy	+200	New	+$10.8K	0.01%	463

Other funds holding SUSA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

RJFSA

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

Certified Advisory Corp's SUSA Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2021, closing a stake of 837 shares — an estimated $74K sold.

Certified Advisory Corp first reported a position in SUSA in Q4 2017 and held it in 12 quarters. The position peaked at $74K in Q1 2021. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

Certified Advisory Corp reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 837 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $74K.
Certified Advisory Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares ESG Optimized MSCI USA ETF position peaked at $74K in Q1 2021.
374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.