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Financial Advocates Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Advocates Investment 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
2022
Q1 		– Sell
-16,561
Closed -$2.89M – 810
2021
Q4 		$2.89M Buy
+16,561
New +$1.7M 0.18% 130

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's SUSA Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2022, closing a stake of 16,561 shares — an estimated $2.89M sold.

Financial Advocates Investment Management first reported a position in SUSA in Q4 2021 and held it in 1 quarter. The position peaked at $2.89M in Q4 2021. 434 funds tracked by Wall St. Rank hold SUSA as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,561 iShares ESG Optimized MSCI USA ETF shares in Q1 2022, an estimated $2.89M.
  • Financial Advocates Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $2.89M in Q4 2021.
  • 434 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.