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Formidable Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Formidable Asset 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
2016
Q1 		– Sell
-100
Closed -$4K – 536
2015
Q4 		$4K Hold
100
– – ﹤0.01% 478
2015
Q3 		$3K Hold
100
– – ﹤0.01% 548
2015
Q2 		$4K Hold
100
– – ﹤0.01% 462
2015
Q1 		$4K Hold
100
– – ﹤0.01% 448
2014
Q4 		$4K Hold
100
– – ﹤0.01% 418
2014
Q3 		$4K Hold
100
– – ﹤0.01% 415
2014
Q2 		$4K Hold
100
– – ﹤0.01% 441
2014
Q1 		$4K Hold
100
– – ﹤0.01% 406
2013
Q4 		$4K Hold
100
– – ﹤0.01% 429
2013
Q3 		$4K Buy
+100
New +$3.52K ﹤0.01% 382

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return