Claraphi Advisory Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-1,334	Closed	-$73K	–	1073
2020 Q1	$73K	Buy	+1,334	New	+$85.5K	0.03%	407
2019 Q4	–	Sell	-1,272	Closed	-$79K	–	378
2019 Q3	$79K	Buy	+1,272	New	+$77.9K	0.05%	256

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Claraphi Advisory Network's SUSA Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2020, closing a stake of 1,334 shares — an estimated $73K sold.

Claraphi Advisory Network first reported a position in SUSA in Q3 2019 and held it in 2 quarters. The position peaked at $79K in Q3 2019. 270 funds tracked by Wall St. Rank hold SUSA as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,334 iShares ESG Optimized MSCI USA ETF shares in Q2 2020, an estimated $73K.
Claraphi Advisory Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares ESG Optimized MSCI USA ETF position peaked at $79K in Q3 2019.
270 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.