Johnson Financial Group Inc (Wisconsin)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2016 Q3	–	Sell	-10,738	Closed	-$464K	–	739
2016 Q2	$464K	Hold	10,738	–	–	0.06%	201
2016 Q1	$457K	Hold	10,738	–	–	0.09%	177
2015 Q4	$448K	Hold	10,738	–	–	0.09%	174
2015 Q3	$423K	Hold	10,738	–	–	0.09%	178
2015 Q2	$457K	Hold	10,738	–	–	0.09%	182
2015 Q1	$461K	Hold	10,738	–	–	0.1%	174
2014 Q4	$462K	Hold	10,738	–	–	0.11%	155
2014 Q3	$442K	Hold	10,738	–	–	0.12%	155
2014 Q2	$442K	Sell	10,738 -5,182	-33%	-$206K	0.12%	160
2014 Q1	$622K	Hold	15,920	–	–	0.18%	117
2013 Q4	$611K	Hold	15,920	–	–	0.18%	119
2013 Q3	$563K	Hold	15,920	–	–	0.17%	125
2013 Q2	$539K	Buy	+15,920	New	+$541K	0.15%	125

Other funds holding SUSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SUSA Position: Q3 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2016, closing a stake of 10,738 shares — an estimated $464K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUSA in Q2 2013 and held it in 13 quarters. The position peaked at $622K in Q1 2014. 111 funds tracked by Wall St. Rank hold SUSA as of Q3 2016.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2016 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 10,738 iShares ESG Optimized MSCI USA ETF shares in Q3 2016, an estimated $464K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 13 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares ESG Optimized MSCI USA ETF position peaked at $622K in Q1 2014.
111 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2016, filed 14 Nov 2016.