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Filbrandt Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Filbrandt Wealth Management’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
Q3 		– Sell
-700
Closed -$47K – 322
2020
Q2 		$47K Buy
+700
New +$43.8K 0.04% 118

Other funds holding SUSA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Filbrandt Wealth Management's SUSA Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2020, closing a stake of 700 shares — an estimated $47K sold.

Filbrandt Wealth Management first reported a position in SUSA in Q2 2020 and held it in 1 quarter. The position peaked at $47K in Q2 2020. 292 funds tracked by Wall St. Rank hold SUSA as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 700 iShares ESG Optimized MSCI USA ETF shares in Q3 2020, an estimated $47K.
  • Filbrandt Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $47K in Q2 2020.
  • 292 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.