First Horizon Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Horizon Advisors’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	-402	Closed	-$29K	–	1569
2020 Q3	$29K	Buy	402 +76	+23%	+$5.49K	﹤0.01%	701
2020 Q2	$21K	Hold	326	–	–	﹤0.01%	792
2020 Q1	$17K	Buy	326 +2	+0.6%	+$128	﹤0.01%	803
2019 Q4	$21K	Hold	324	–	–	﹤0.01%	850
2019 Q3	$20K	Buy	324 +2	+0.6%	+$122	﹤0.01%	853
2019 Q2	$19K	Hold	322	–	–	﹤0.01%	890
2019 Q1	$19K	Hold	322	–	–	﹤0.01%	862
2018 Q4	$16K	Buy	322 +2	+0.6%	+$111	﹤0.01%	882
2018 Q3	$19K	Sell	320 -708	-69%	-$41.5K	﹤0.01%	901
2018 Q2	$58K	Hold	1,028	–	–	﹤0.01%	546
2018 Q1	$57K	Buy	+1,028	New	+$58.5K	0.01%	475

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

First Horizon Advisors's SUSA Position: Q4 2020 in Review

First Horizon Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2020, closing a stake of 402 shares — an estimated $29K sold.

First Horizon Advisors first reported a position in SUSA in Q1 2018 and held it in 11 quarters. The position peaked at $58K in Q2 2018. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

First Horizon Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
First Horizon Advisors sold 402 iShares ESG Optimized MSCI USA ETF shares in Q4 2020, an estimated $29K.
First Horizon Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 11 quarters.
First Horizon Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $58K in Q2 2018.
330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on First Horizon Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.