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

Harborview 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
2021 Q3	$609K	Buy	6,352 +431	+7%	+$42.6K	0.34%	60
2021 Q2	$566K	Buy	5,921 +30	+0.5%	+$2.77K	0.32%	60
2021 Q1	$517K	Buy	5,891 +83	+1%	+$7.08K	0.31%	63
2020 Q4	$478K	Buy	5,808 +1,148	+25%	+$89.7K	0.32%	61
2020 Q3	$343K	Buy	4,660 +384	+9%	+$27.7K	0.26%	66
2020 Q2	$286K	Sell	4,276 -16	-0.4%	-$1K	0.24%	71
2020 Q1	$236K	Sell	4,292 -32	-0.7%	-$2.05K	0.24%	75
2019 Q4	$290K	Hold	4,324	–	–	0.22%	65
2019 Q3	$267K	Hold	4,324	–	–	0.21%	66
2019 Q2	$263K	Sell	4,324 -22	-0.5%	-$1.32K	0.21%	67
2019 Q1	$257K	Buy	4,346 +118	+3%	+$6.65K	0.22%	60
2018 Q4	$218K	Buy	4,228 +180	+4%	+$9.98K	0.26%	50
2018 Q3	$242K	Buy	4,048 +160	+4%	+$9.39K	0.25%	53
2018 Q2	$219K	Buy	+3,888	New	+$219K	0.2%	65

Other funds holding SUSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Harborview Advisors's SUSA Position: Q3 2021 in Review

Harborview Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.3% in Q3 2021, buying an estimated $42.6K and bringing the position to 6,352 shares worth $609K. The position accounts for 0.34% of the portfolio, ranked #60.

Harborview Advisors first reported a position in SUSA in Q2 2018 and has held it in 14 quarters since. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

Harborview Advisors held 6,352 shares of iShares ESG Optimized MSCI USA ETF worth $609K as of Q3 2021.
Harborview Advisors bought 431 iShares ESG Optimized MSCI USA ETF shares in Q3 2021, an estimated $42.6K.
iShares ESG Optimized MSCI USA ETF made up 0.34% of Harborview Advisors's portfolio in Q3 2021, its #60 holding.
Harborview Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2018 and has held it in 14 quarters since.
388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.