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Claro Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-64
Closed -$4K – 834
2018
Q4 		$4K Buy
+64
New +$3.55K ﹤0.01% 829

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Claro Advisors's SUSA Position: Q1 2019 in Review

Claro Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2019, closing a stake of 64 shares — an estimated $4K sold.

Claro Advisors first reported a position in SUSA in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 207 funds tracked by Wall St. Rank hold SUSA as of Q1 2019.

  • Claro Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 64 iShares ESG Optimized MSCI USA ETF shares in Q1 2019, an estimated $4K.
  • Claro Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $4K in Q4 2018.
  • 207 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.