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Dubuque Bank & Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Dubuque Bank & Trust’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
Q3 		– Sell
-15,920
Closed -$539K – 435
2013
Q2 		$539K Buy
+15,920
New +$541K 0.11% 78

Other funds holding SUSA

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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
RNS
Robert N. Shapiro $501M AUM 11.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dubuque Bank & Trust's SUSA Position: Q3 2013 in Review

Dubuque Bank & Trust sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2013, closing a stake of 15,920 shares — an estimated $539K sold.

Dubuque Bank & Trust first reported a position in SUSA in Q2 2013 and held it in 1 quarter. The position peaked at $539K in Q2 2013. 63 funds tracked by Wall St. Rank hold SUSA as of Q3 2013.

  • Dubuque Bank & Trust reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2013 after selling out during the quarter.
  • Dubuque Bank & Trust sold 15,920 iShares ESG Optimized MSCI USA ETF shares in Q3 2013, an estimated $539K.
  • Dubuque Bank & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares ESG Optimized MSCI USA ETF position peaked at $539K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2013.

Based on Dubuque Bank & Trust's 13F filing for Q3 2013, filed 31 Oct 2013.