First National Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First National Corp’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
2019 Q2	–	Sell	-500	Closed	-$30K	–	393
2019 Q1	$30K	Hold	500	–	–	0.01%	250
2018 Q4	$26K	Buy	+500	New	+$27.7K	0.01%	261

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

First National Corp's SUSA Position: Q2 2019 in Review

First National Corp sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2019, closing a stake of 500 shares — an estimated $30K sold.

First National Corp first reported a position in SUSA in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 209 funds tracked by Wall St. Rank hold SUSA as of Q2 2019.

First National Corp reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
First National Corp sold 500 iShares ESG Optimized MSCI USA ETF shares in Q2 2019, an estimated $30K.
First National Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 2 quarters.
First National Corp's iShares ESG Optimized MSCI USA ETF position peaked at $30K in Q1 2019.
209 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2019.

Based on First National Corp's 13F filing for Q2 2019, filed 30 Jul 2019.