F3Logic’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

F3Logic’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
2020 Q4	–	Sell	-68	Closed	-$5K	–	399
2020 Q3	$5K	Buy	+68	New	+$4.91K	0.13%	134

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

F3Logic's SUSA Position: Q4 2020 in Review

F3Logic sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2020, closing a stake of 68 shares — an estimated $5K sold.

F3Logic first reported a position in SUSA in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

F3Logic reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
F3Logic sold 68 iShares ESG Optimized MSCI USA ETF shares in Q4 2020, an estimated $5K.
F3Logic first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 1 quarter.
F3Logic's iShares ESG Optimized MSCI USA ETF position peaked at $5K in Q3 2020.
330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on F3Logic's 13F filing for Q4 2020, filed 12 Feb 2021.