Greenwich Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Greenwich Wealth 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
2021 Q2	–	Sell	-12,560	Closed	-$1.1M	–	233
2021 Q1	$1.1M	Buy	12,560 +800	+7%	+$68.2K	0.09%	95
2020 Q4	$968K	Buy	11,760 +584	+5%	+$45.7K	0.08%	94
2020 Q3	$822K	Sell	11,176 -3,296	-23%	-$238K	0.15%	94
2020 Q2	$968K	Buy	14,472 +10,740	+288%	+$672K	0.19%	86
2020 Q1	$205K	Hold	3,732	–	–	0.04%	166
2019 Q4	$250K	Hold	3,732	–	–	0.05%	164
2019 Q3	$231K	Hold	3,732	–	–	0.05%	166
2019 Q2	$227K	Hold	3,732	–	–	0.04%	176
2019 Q1	$221K	Sell	3,732 -1,496	-29%	-$84.3K	0.04%	172
2018 Q4	$270K	Hold	5,228	–	–	0.05%	150
2018 Q3	$312K	Sell	5,228 -262	-5%	-$15.4K	0.05%	144
2018 Q2	$310K	Hold	5,490	–	–	0.05%	143
2018 Q1	$304K	Hold	5,490	–	–	0.05%	140
2017 Q4	$305K	Hold	5,490	–	–	0.05%	146
2017 Q3	$287K	Hold	5,490	–	–	0.05%	144
2017 Q2	$281K	Hold	5,490	–	–	0.05%	141
2017 Q1	$270K	Hold	5,490	–	–	0.04%	144
2016 Q4	$253K	Hold	5,490	–	–	0.03%	168
2016 Q3	$250K	Buy	+5,490	New	+$247K	0.04%	170

Other funds holding SUSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenwich Wealth Management's SUSA Position: Q2 2021 in Review

Greenwich Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2021, closing a stake of 12,560 shares — an estimated $1.1M sold.

Greenwich Wealth Management first reported a position in SUSA in Q3 2016 and held it in 19 quarters. The position peaked at $1.1M in Q1 2021. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

Greenwich Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
Greenwich Wealth Management sold 12,560 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $1.1M.
Greenwich Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2016 and held it in 19 quarters.
Greenwich Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.1M in Q1 2021.
374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on Greenwich Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.