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Covenant Multifamily Offices’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Covenant Multifamily Offices’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
Q3 		$1.18M Buy
12,185
+7,397
+154% +$731K 0.21% 80
2021
Q2 		$457K Buy
+4,788
New +$443K 0.08% 142

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Covenant Multifamily Offices's SUSA Position: Q3 2021 in Review

Covenant Multifamily Offices increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 154% in Q3 2021, buying an estimated $731K and bringing the position to 12,185 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #80.

Covenant Multifamily Offices first reported a position in SUSA in Q2 2021 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

  • Covenant Multifamily Offices held 12,185 shares of iShares ESG Optimized MSCI USA ETF worth $1.18M as of Q3 2021.
  • Covenant Multifamily Offices bought 7,397 iShares ESG Optimized MSCI USA ETF shares in Q3 2021, an estimated $731K.
  • iShares ESG Optimized MSCI USA ETF made up 0.21% of Covenant Multifamily Offices's portfolio in Q3 2021, its #80 holding.
  • Covenant Multifamily Offices first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.