IFWM
SUSA icon

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

Institute for 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
2014
Q3 		– Sell
-162
Closed -$7K – 66
2014
Q2 		$7K Buy
+162
New +$6.44K 0.01% 52

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's SUSA Position: Q3 2014 in Review

Institute for Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2014, closing a stake of 162 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in SUSA in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 74 funds tracked by Wall St. Rank hold SUSA as of Q3 2014.

  • Institute for Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 162 iShares ESG Optimized MSCI USA ETF shares in Q3 2014, an estimated $7K.
  • Institute for Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2014 and held it in 1 quarter.
  • Institute for Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $7K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2014.

Based on Institute for Wealth Management's 13F filing for Q3 2014, filed 10 Oct 2014.