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KCS Wealth Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-886
Closed -$54.8K – 370
2019
Q3 		$54.8K Buy
+886
New +$54.2K 0.04% 238

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KCS Wealth Advisory's SUSA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019, closing a stake of 886 shares — an estimated $54.8K sold.

KCS Wealth Advisory first reported a position in SUSA in Q3 2019 and held it in 1 quarter. The position peaked at $54.8K in Q3 2019. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 886 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $54.8K.
  • KCS Wealth Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares ESG Optimized MSCI USA ETF position peaked at $54.8K in Q3 2019.
  • 250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.