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Concert Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-7,104
Closed -$327K – 407
2017
Q1 		$327K Hold
7,104
– – 0.07% 337
2016
Q4 		$327K Buy
7,104
+5,392
+315% +$245K 0.07% 339
2016
Q3 		$77K Buy
+1,712
New +$77.2K 0.01% 769

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concert Wealth Management's SUSA Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2017, closing a stake of 7,104 shares — an estimated $327K sold.

Concert Wealth Management first reported a position in SUSA in Q3 2016 and held it in 3 quarters. The position peaked at $327K in Q1 2017. 131 funds tracked by Wall St. Rank hold SUSA as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,104 iShares ESG Optimized MSCI USA ETF shares in Q2 2017, an estimated $327K.
  • Concert Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2016 and held it in 3 quarters.
  • Concert Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $327K in Q1 2017.
  • 131 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.