Houlihan Financial Resource Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$125K	Buy	+1,600	New	+$116K	0.07%	117

Other funds holding SUSA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Houlihan Financial Resource Group's SUSA Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2020: 1,600 shares worth $125K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings.

292 funds tracked by Wall St. Rank hold SUSA as of Q3 2020.

Houlihan Financial Resource Group held 1,600 shares of iShares ESG Optimized MSCI USA ETF worth $125K as of Q3 2020.
iShares ESG Optimized MSCI USA ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares ESG Optimized MSCI USA ETF made up 0.07% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #117 holding.
292 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.