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Inscription Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Inscription Capital’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
2019
Q2 		– Sell
-544
Closed -$32K – 216
2019
Q1 		$32K Hold
544
– – 0.02% 203
2018
Q4 		$28K Buy
+544
New +$30.2K 0.02% 224

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Inscription Capital's SUSA Position: Q2 2019 in Review

Inscription Capital sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2019, closing a stake of 544 shares — an estimated $32K sold.

Inscription Capital first reported a position in SUSA in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2019. 209 funds tracked by Wall St. Rank hold SUSA as of Q2 2019.

  • Inscription Capital reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 544 iShares ESG Optimized MSCI USA ETF shares in Q2 2019, an estimated $32K.
  • Inscription Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's iShares ESG Optimized MSCI USA ETF position peaked at $32K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.