LWAC
SUSA icon

Laurel Wealth Advisors (California)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-4,074
Closed -$273K – 434
2019
Q4 		$273K Buy
+4,074
New +$261K 0.05% 372

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SUSA Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2020, closing a stake of 4,074 shares — an estimated $273K sold.

Laurel Wealth Advisors (California) first reported a position in SUSA in Q4 2019 and held it in 1 quarter. The position peaked at $273K in Q4 2019. 244 funds tracked by Wall St. Rank hold SUSA as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,074 iShares ESG Optimized MSCI USA ETF shares in Q1 2020, an estimated $273K.
  • Laurel Wealth Advisors (California) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares ESG Optimized MSCI USA ETF position peaked at $273K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.