First Affirmative Financial Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Affirmative Financial Network’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 Q3	–	Sell	-2,554	Closed	-$206K	–	150
2022 Q2	$206K	Sell	2,554 -134	-5%	-$11.8K	0.23%	130
2022 Q1	$260K	Sell	2,688 -15,318	-85%	-$1.48M	0.25%	122
2021 Q4	$1.91M	Buy	18,006 +14,711	+446%	+$1.51M	1.75%	7
2021 Q3	$316K	Buy	+3,295	New	+$326K	0.33%	84

Other funds holding SUSA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

First Affirmative Financial Network's SUSA Position: Q3 2022 in Review

First Affirmative Financial Network sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 2,554 shares — an estimated $206K sold.

First Affirmative Financial Network first reported a position in SUSA in Q3 2021 and held it in 4 quarters. The position peaked at $1.91M in Q4 2021. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

First Affirmative Financial Network reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
First Affirmative Financial Network sold 2,554 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $206K.
First Affirmative Financial Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 4 quarters.
First Affirmative Financial Network's iShares ESG Optimized MSCI USA ETF position peaked at $1.91M in Q4 2021.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on First Affirmative Financial Network's 13F filing for Q3 2022, filed 20 Oct 2022.