Financial Enhancement Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Enhancement Group’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 Q2	–	Sell	-736	Closed	-$40K	–	302
2020 Q1	$40K	Hold	736	–	–	0.01%	140
2019 Q4	$49K	Sell	736 -122	-14%	-$7.8K	0.01%	125
2019 Q3	$53K	Hold	858	–	–	0.01%	122
2019 Q2	$52K	Hold	858	–	–	0.02%	123
2019 Q1	$51K	Buy	858 +214	+33%	+$12.1K	0.02%	137
2018 Q4	$38K	Hold	644	–	–	0.01%	132
2018 Q3	$38K	Sell	644 -566	-47%	-$33.2K	0.01%	132
2018 Q2	$68K	Hold	1,210	–	–	0.02%	110
2018 Q1	$67K	Buy	+1,210	New	+$68.8K	0.02%	112

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Enhancement Group's SUSA Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2020, closing a stake of 736 shares — an estimated $40K sold.

Financial Enhancement Group first reported a position in SUSA in Q1 2018 and held it in 9 quarters. The position peaked at $68K in Q2 2018. 270 funds tracked by Wall St. Rank hold SUSA as of Q2 2020.

Financial Enhancement Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 736 iShares ESG Optimized MSCI USA ETF shares in Q2 2020, an estimated $40K.
Financial Enhancement Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's iShares ESG Optimized MSCI USA ETF position peaked at $68K in Q2 2018.
270 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.