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

Convergent Wealth 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
2013
Q4 		– Sell
-11,790
Closed -$417K – 39
2013
Q3 		$417K Buy
+11,790
New +$415K 0.08% 27

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Convergent Wealth Advisors's SUSA Position: Q4 2013 in Review

Convergent Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2013, closing a stake of 11,790 shares — an estimated $417K sold.

Convergent Wealth Advisors first reported a position in SUSA in Q3 2013 and held it in 1 quarter. The position peaked at $417K in Q3 2013. 68 funds tracked by Wall St. Rank hold SUSA as of Q4 2013.

  • Convergent Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 11,790 iShares ESG Optimized MSCI USA ETF shares in Q4 2013, an estimated $417K.
  • Convergent Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $417K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2013.

Based on Convergent Wealth Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.