Founders Bank & Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Founders Bank & Trust’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
2014 Q4	$18K	Hold	410	–	–	0.01%	258
2014 Q3	$17K	Hold	410	–	–	0.01%	257
2014 Q2	$17K	Hold	410	–	–	0.01%	257
2014 Q1	$16K	Hold	410	–	–	0.01%	258
2013 Q4	$15K	Hold	410	–	–	0.01%	285
2013 Q3	$15K	Hold	410	–	–	0.01%	244
2013 Q2	$14K	Buy	+410	New	+$13.9K	0.01%	234

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RNS

Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

JMPWA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Founders Bank & Trust's SUSA Position: Q4 2014 in Review

Founders Bank & Trust held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q4 2014 at 410 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #258.

Founders Bank & Trust first reported a position in SUSA in Q2 2013 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold SUSA as of Q4 2014.

Founders Bank & Trust held 410 shares of iShares ESG Optimized MSCI USA ETF worth $18K as of Q4 2014.
Founders Bank & Trust left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q4 2014.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #258 holding.
Founders Bank & Trust first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.