Epstein & White Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Epstein & White Financial’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 Q2	$450K	Buy	4,713 +640	+16%	+$59.2K	0.12%	44
2021 Q1	$357K	Buy	4,073 +67	+2%	+$5.72K	0.1%	48
2020 Q4	$331K	Buy	4,006 +186	+5%	+$14.5K	0.1%	52
2020 Q3	$282K	Buy	3,820 +74	+2%	+$5.34K	0.1%	51
2020 Q2	$253K	Buy	+3,746	New	+$234K	0.1%	62
2020 Q1	–	Sell	-3,518	Closed	-$236K	–	87
2019 Q4	$236K	Sell	3,518 -84	-2%	-$5.37K	0.1%	66
2019 Q3	$222K	Hold	3,602	–	–	0.11%	66
2019 Q2	$218K	Buy	3,602 +84	+2%	+$5.03K	0.12%	75
2019 Q1	$209K	Buy	+3,518	New	+$198K	0.12%	80
2018 Q4	–	Sell	-3,398	Closed	-$203K	–	100
2018 Q3	$203K	Buy	+3,398	New	+$199K	0.13%	89

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Epstein & White Financial's SUSA Position: Q2 2021 in Review

Epstein & White Financial increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q2 2021, buying an estimated $59.2K and bringing the position to 4,713 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #44.

Epstein & White Financial first reported a position in SUSA in Q3 2018 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

Epstein & White Financial held 4,713 shares of iShares ESG Optimized MSCI USA ETF worth $450K as of Q2 2021.
Epstein & White Financial bought 640 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $59.2K.
iShares ESG Optimized MSCI USA ETF made up 0.12% of Epstein & White Financial's portfolio in Q2 2021, its #44 holding.
Epstein & White Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and has held it in 10 quarters since.
374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.