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Genesis Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Genesis Wealth 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
2015
Q2 		$36.2K Hold
850
– – 0.03% 216
2015
Q1 		$36.3K Hold
850
– – 0.03% 231
2014
Q4 		$37.3K Buy
+850
New +$35.7K 0.03% 244

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Genesis Wealth Advisors's SUSA Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2015 at 850 shares worth $36.2K. The position accounts for 0.03% of the portfolio, ranked #216.

Genesis Wealth Advisors first reported a position in SUSA in Q4 2014 and has held it in 3 quarters since. The position peaked at $37.3K in Q4 2014. 91 funds tracked by Wall St. Rank hold SUSA as of Q2 2015.

  • Genesis Wealth Advisors held 850 shares of iShares ESG Optimized MSCI USA ETF worth $36.2K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2015.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #216 holding.
  • Genesis Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $37.3K in Q4 2014.
  • 91 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.